Crestwood Advisors Group’s Vanguard Energy ETF VDE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$313K Sell
2025
Q1
$468K Hold
2024
Q4
$438K Buy
2024
Q3
$288K Buy
2024
Q2
$297K Buy
2024
Q1
$302K Buy
2023
Q4
$256K Sell
2023
Q3
$350K Buy