Crestwood Advisors Group’s Vanguard Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.71M Buy
2025
Q2
$2.45M Buy
2025
Q1
$2.39M Sell
2024
Q4
$2.35M Buy
2024
Q3
$2.21M Sell
2024
Q2
$2.04M Sell
2024
Q1
$2.13M Buy
2023
Q4
$1.29M Buy
2019
Q4
Sell
2019
Q3
$273K Buy
2019
Q2
$263K Hold
2019
Q1
$255K Buy
2018
Q4
$220K Hold
2018
Q3
$249K Hold
2018
Q2
$243K Hold
2018
Q1
$232K Buy
2017
Q4
$227K Buy