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 $463,652. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,611
Previous 2,349 53.72%
Holding current value
$463,652
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
752
Shares Held
23.5M
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
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