Crestwood Advisors Group LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Crestwood Advisors Group LLC

$5.73 Billion
Q3 2025

A detailed history of Crestwood Advisors Group LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 3,104 shares of IVOO stock, worth $337,094. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,104

Previous 3,090 0.45%

Holding current value

$337,094

Previous $324,000 5.56%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$105.03 - $112.54 $1,470 - $1,575	14 Added 0.45%	3,104 $342,000
Q2 2025 Aug 05, 2025	BUY	$86.58 - $104.98 $2,164 - $2,624	25 Added 0.82%	3,090 $324,000
Q1 2025 May 05, 2025	SELL	$96.85 - $111.39 $14,527 - $16,708	-150 Reduced 4.67%	3,065 $302,000
Q4 2024 Feb 04, 2025	BUY	$104.52 - $115.08 $22,158 - $24,396	212 Added 7.06%	3,215 $339,000
Q2 2024 Aug 01, 2024	BUY	$95.6 - $102.96 $9,464 - $10,193	99 Added 3.41%	3,003 $297,000

Q1 2024 May 08, 2024	SELL	$90.9 - $103.01 $909 - $1,030	-10 Reduced 0.34%	2,904 $299,000
Q3 2023 Nov 15, 2023	BUY	$83.66 - $92.16 $243,785 - $268,554	2,914 New	2,914 $246,000

Others Institutions Holding IVOO

# of Institutions

309

Shares Held

13.9M

Call Options Held

Put Options Held

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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Crestwood Advisors Group LLC Vanguard S&P Mid Cap 400 ETF Transaction History