Crestwood Advisors Group LLC Vanguard Total World Stk Index Transaction History

Crestwood Advisors Group LLC

  • $4.74 Billion
  • Q2 2024

A detailed history of Crestwood Advisors Group LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 44,673 shares of VT stock, worth $5.34 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
44,673
Previous 2,708 1549.67%
Holding current value
$5.34 Million
Previous $299,000 1582.61%
% of portfolio
0.11%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$104.94 - $113.51 $4.4 Million - $4.76 Million
41,965 Added 1549.67%
44,673 $5.03 Million
Q1 2024

May 08, 2024
BUY
$100.68 - $110.5 $8,155 - $8,950
81 Added 3.08%
2,708 $299,000
Q4 2023

Jan 29, 2024
SELL
$88.97 - $103.1 $14,769 - $17,114
-166 Reduced 5.94%
2,627 $270,000
Q3 2023

Nov 15, 2023
BUY
$92.79 - $100.59 $20,784 - $22,532
224 Added 8.72%
2,793 $260,000
Q2 2023

Aug 15, 2023
BUY
$91.33 - $98.06 $8,219 - $8,825
90 Added 3.63%
2,569 $249,000
Q1 2023

May 12, 2023
BUY
$86.24 - $94.55 $213,788 - $234,389
2,479 New
2,479 $228,000

Others Institutions Holding VT

# of Institutions
959
Shares Held
86.7M
Call Options Held
209K
Put Options Held
49.6K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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