Crestwood Advisors Group’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Crestwood Advisors Group’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$324K	Buy
2025 Q1	$303K	Sell
2024 Q4	$339K	Buy
2024 Q3	$317K	Hold
2024 Q2	$298K	Buy
2024 Q1	$299K	Sell
2023 Q4	$274K	Hold
2023 Q3	$246K	Buy