Vanguard S&p 500 Etf idx shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $28M | 58k | 480.70 |
| 2023-12-31 | $23M | 54k | 436.80 |
| 2023-09-30 | $19M | 48k | 392.70 |
| 2023-06-30 | $13M | 33k | 407.28 |
| 2023-03-31 | $12M | 32k | 376.06 |
| 2022-12-31 | $10M | 29k | 351.34 |
| 2022-09-30 | $9.4M | 29k | 328.28 |
| 2022-06-30 | $10M | 29k | 346.88 |
| 2022-03-31 | $12M | 29k | 415.19 |
| 2021-12-31 | $13M | 29k | 436.56 |
| 2021-09-30 | $12M | 29k | 394.42 |
| 2021-06-30 | $12M | 30k | 393.52 |
| 2021-03-31 | $11M | 30k | 364.31 |
| 2020-12-31 | $11M | 31k | 343.69 |
| 2020-09-30 | $9.5M | 31k | 307.65 |
| 2020-06-30 | $8.8M | 31k | 283.43 |
| 2020-03-31 | $7.5M | 32k | 236.81 |
| 2019-12-31 | $4.5M | 15k | 295.80 |
| 2019-09-30 | $4.2M | 16k | 272.59 |
| 2019-06-30 | $4.1M | 15k | 269.14 |
| 2019-03-31 | $635k | 2.4k | 259.61 |
| 2018-12-31 | $633k | 2.8k | 229.68 |
| 2018-09-30 | $735k | 2.8k | 266.88 |
| 2018-06-30 | $725k | 2.8k | 259.02 |
| 2018-03-31 | $677k | 2.8k | 241.96 |
| 2017-03-31 | $55k | 254 | 216.54 |
| 2016-06-30 | $218k | 1.1k | 191.90 |