Crestwood Advisors Group LLC Vanguard Intermediate Term Tre Transaction History

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Crestwood Advisors Group LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 10,021 shares of VGIT stock, worth $594,145. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,021
Previous 10,632 5.75%
Holding current value
$594,145
Previous $642,000 9.5%
% 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
SELL
$57.78 - $60.4 $35,303 - $36,904
-611 Reduced 5.75%
10,021 $581,000
Q3 2024

Oct 30, 2024
BUY
$57.8 - $60.8 $24,622 - $25,900
426 Added 4.17%
10,632 $642,000
Q2 2024

Aug 01, 2024
BUY
$57.14 - $58.53 $82,567 - $84,575
1,445 Added 16.49%
10,206 $594,000
Q1 2024

May 08, 2024
BUY
$58.07 - $59.52 $2,671 - $2,737
46 Added 0.53%
8,761 $512,000
Q4 2023

Jan 29, 2024
BUY
$56.15 - $59.51 $158,567 - $168,056
2,824 Added 47.94%
8,715 $516,000
Q3 2023

Nov 15, 2023
BUY
$56.93 - $59.05 $335,374 - $347,863
5,891 New
5,891 $336,000

Others Institutions Holding VGIT

# of Institutions
860
Shares Held
405M
Call Options Held
19.7K
Put Options Held
8.6K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

VGIT Quotes by TradingView
  • Ticker VGIT
  • Sector ETFs
  • Industry ETFs
More about VGIT
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