Crestwood Advisors Group LLC Vanguard Energy ETF Transaction History

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Crestwood Advisors Group LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 3,611 shares of VDE stock, worth $457,152. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,611
Previous 2,349 53.72%
Holding current value
$457,152
Previous $287,000 52.61%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$116.67 - $136.78 $147,237 - $172,616
1,262 Added 53.72%
3,611 $438,000
Q3 2024

Oct 30, 2024
BUY
$117.44 - $131.06 $2,583 - $2,883
22 Added 0.95%
2,349 $287,000
Q2 2024

Aug 01, 2024
BUY
$123.17 - $136.7 $4,557 - $5,057
37 Added 1.62%
2,327 $296,000
Q1 2024

May 08, 2024
BUY
$111.77 - $131.7 $12,294 - $14,486
110 Added 5.05%
2,290 $301,000
Q4 2023

Jan 29, 2024
SELL
$113.37 - $128.78 $65,527 - $74,434
-578 Reduced 20.96%
2,180 $255,000
Q3 2023

Nov 15, 2023
BUY
$110.08 - $130.52 $303,600 - $359,974
2,758 New
2,758 $349,000

Others Institutions Holding VDE

# of Institutions
741
Shares Held
28.1M
Call Options Held
142K
Put Options Held
23.2K
View Full List

About VANGUARD ENERGY ETF

VDE Quotes by TradingView
  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email