Crestwood Advisors Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.8M | Sell |
|
|||||
|
2025
Q1 | $29.1M | Buy |
|
|||||
|
2024
Q4 | $29M | Buy |
|
|||||
|
2024
Q3 | $27.1M | Buy |
|
|||||
|
2024
Q2 | $25.6M | Sell |
|
|||||
|
2024
Q1 | $27.9M | Buy |
|
|||||
|
2023
Q4 | $23.4M | Buy |
|
|||||
|
2023
Q3 | $18.6M | Buy |
|
|||||
|
2023
Q2 | $13.4M | Buy |
|
|||||
|
2023
Q1 | $12M | Buy |
|
|||||
|
2022
Q4 | $10.3M | Buy |
|
|||||
|
2022
Q3 | $9.36M | Sell |
|
|||||
|
2022
Q2 | $10M | Sell |
|
|||||
|
2022
Q1 | $12.1M | Sell |
|
|||||
|
2021
Q4 | $12.7M | Sell |
|
|||||
|
2021
Q3 | $11.5M | Sell |
|
|||||
|
2021
Q2 | $11.7M | Sell |
|
|||||
|
2021
Q1 | $10.9M | Sell |
|
|||||
|
2020
Q4 | $10.5M | Sell |
|
|||||
|
2020
Q3 | $9.46M | Sell |
|
|||||
|
2020
Q2 | $8.81M | Sell |
|
|||||
|
2020
Q1 | $7.49M | Buy |
|
|||||
|
2019
Q4 | $4.49M | Sell |
|
|||||
|
2019
Q3 | $4.23M | Buy |
|
|||||
|
2019
Q2 | $4.09M | Buy |
|
|||||
|
2019
Q1 | $635K | Sell |
|
|||||
|
2018
Q4 | $633K | Buy |
|
|||||
|
2018
Q3 | $735K | Sell |
|
|||||
|
2018
Q2 | $725K | Buy |
|
|||||
|
2018
Q1 | $677K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $56K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $218K | Buy |
|