Crestwood Advisors Group’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Hold |
1,162
| – | – | 0.01% | 416 |
|
|
2025
Q1 | $299K | Hold |
1,162
| – | – | 0.01% | 422 |
|
|
2024
Q4 | $313K | Buy |
1,162
+12
| +1% | +$3.24K | 0.01% | 377 |
|
|
2024
Q3 | $303K | Buy |
1,150
+202
| +21% | +$53.2K | 0.01% | 366 |
|
|
2024
Q2 | $237K | Sell |
948
-132
| -12% | -$33K | ﹤0.01% | 388 |
|
|
2024
Q1 | $259K | Sell |
1,080
-1,020
| -49% | -$245K | 0.01% | 375 |
|
|
2023
Q4 | $458K | Buy |
+2,100
| New | +$458K | 0.01% | 268 |
|