Crestwood Advisors Group LLC Vanguard Energy ETF Transaction History

Crestwood Advisors Group LLC

$5.73 Billion
Q3 2025

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 2,231 shares of VDE stock, worth $288,557. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,231

Previous 2,630 15.17%

Holding current value

$288,557

Previous $313,000 10.54%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$118.37 - $129.65 $47,229 - $51,730	-399 Reduced 15.17%	2,231 $280,000
Q2 2025 Aug 05, 2025	SELL	$105.87 - $130.56 $103,858 - $128,079	-981 Reduced 27.17%	2,630 $313,000
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

734

Shares Held

21.6M

Call Options Held

123K

Put Options Held

87.4K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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Crestwood Advisors Group LLC Vanguard Energy ETF Transaction History