Crestwood Advisors Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.52M | Sell |
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|
2025
Q1 | $5.02M | Buy |
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|
2024
Q4 | $5.16M | Buy |
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|
2024
Q3 | $3.93M | Buy |
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|
2024
Q2 | $3.57M | Hold |
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|
2024
Q1 | $3.47M | Buy |
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|
2023
Q4 | $3.07M | Buy |
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|
2023
Q3 | $2.57M | Buy |
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|
2023
Q2 | $1.98M | Sell |
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|
2023
Q1 | $1.87M | Buy |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.28M | Sell |
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|
2022
Q2 | $1.47M | Buy |
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|
2022
Q1 | $1.77M | Sell |
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|
2021
Q4 | $2.11M | Buy |
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|
2021
Q3 | $1.9M | Buy |
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|
2021
Q2 | $1.9M | Buy |
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|
2021
Q1 | $537K | Buy |
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|
2020
Q4 | $251K | Sell |
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|
2020
Q3 | $244K | Sell |
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|
2020
Q2 | $256K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $584K | Sell |
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|
2018
Q4 | $18M | Buy |
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|
2018
Q3 | $680K | Hold |
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|
2018
Q2 | $662K | Hold |
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|
2018
Q1 | $616K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $92K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $253K | Hold |
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|
2015
Q3 | $239K | Buy |
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