Elmwood Wealth Management, Inc. Vanguard Bd Index Fd Inc Short Transaction History

Elmwood Wealth Management, Inc.

$228 Million
Q4 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 4,725 shares of BSV stock, worth $365,478. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,725

Previous 14,725 67.91%

Holding current value

$365,478

Previous $1.16 Million 68.48%

% of portfolio

0.16%

Previous 0.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$77.02 - $78.58 $770,200 - $785,800	-10,000 Reduced 67.91%	4,725 $365,000
Q2 2024 Aug 13, 2024	BUY	$75.81 - $76.76 $454 - $460	6 Added 0.04%	14,725 $1.13 Million
Q1 2024 May 10, 2024	BUY	$76.34 - $77.25 $54,888 - $55,542	719 Added 5.14%	14,719 $1.13 Million
Q3 2023 Nov 15, 2023	SELL	$74.97 - $75.93 $178,803 - $181,093	-2,385 Reduced 14.56%	14,000 $1.05 Million
Q1 2023 Apr 28, 2023	SELL	$74.67 - $76.76 $262,539 - $269,888	-3,516 Reduced 17.67%	16,385 $1.25 Million
Q4 2022 Jan 25, 2023	SELL	$74.07 - $75.87 $99,994 - $102,424	-1,350 Reduced 6.35%	19,901 $0
Q3 2022 Nov 14, 2022	SELL	$74.52 - $77.47 $134,061 - $139,368	-1,799 Reduced 7.8%	21,251 $1.59 Million
Q2 2022 Jul 12, 2022	BUY	$75.68 - $77.74 $1.74 Million - $1.79 Million	23,050 New	23,050 $1.77 Million

Others Institutions Holding BSV

# of Institutions

1,257

Shares Held

375M

Call Options Held

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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Elmwood Wealth Management, Inc. Vanguard Bd Index Fd Inc Short Transaction History