Crestwood Advisors Group LLC Vanguard Financial ETF Transaction History

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q3 2024

A detailed history of Crestwood Advisors Group LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 4,450 shares of VFH stock, worth $543,389. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,450
Previous 4,905 9.28%
Holding current value
$543,389
Previous $489,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$99.27 - $111.21 $45,167 - $50,600
-455 Reduced 9.28%
4,450 $489,000
Q2 2024

Aug 01, 2024
SELL
$95.9 - $103.0 $62,718 - $67,362
-654 Reduced 11.76%
4,905 $489,000
Q4 2023

Jan 29, 2024
BUY
$75.97 - $92.67 $58,800 - $71,726
774 Added 16.18%
5,559 $512,000
Q3 2023

Nov 15, 2023
BUY
$80.32 - $86.71 $103,211 - $111,422
1,285 Added 36.71%
4,785 $384,000
Q1 2023

May 12, 2023
SELL
$74.95 - $90.64 $36,050 - $43,597
-481 Reduced 12.08%
3,500 $272,000
Q1 2021

Apr 21, 2021
SELL
$71.74 - $86.71 $18,221 - $22,024
-254 Reduced 6.0%
3,981 $0
Q4 2020

Feb 09, 2021
SELL
$58.32 - $72.85 $29,160 - $36,425
-500 Reduced 10.56%
4,235 $309,000
Q3 2020

Oct 06, 2020
BUY
$55.49 - $62.22 $41,839 - $46,913
754 Added 18.94%
4,735 $277,000
Q2 2020

Aug 14, 2020
SELL
$47.38 - $65.88 $10,660 - $14,822
-225 Reduced 5.35%
3,981 $0
Q1 2020

May 15, 2020
SELL
$42.8 - $77.51 $23,582 - $42,708
-551 Reduced 11.58%
4,206 $213,000
Q4 2019

Feb 12, 2020
SELL
$66.8 - $76.51 $24,382 - $27,926
-365 Reduced 7.13%
4,757 $363,000
Q3 2019

Nov 13, 2019
BUY
$69.67 - $71.37 $108,058 - $110,694
1,551 Added 43.43%
5,122 $359,000
Q2 2019

Aug 14, 2019
BUY
N/A
3,571 New
3,571 $246,000

Others Institutions Holding VFH

# of Institutions
685
Shares Held
52.2M
Call Options Held
45K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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