Elmwood Wealth Management, Inc. Vanguard Small Cap ETF Transaction History

Elmwood Wealth Management, Inc.

  • $219 Million
  • Q1 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 1,572 shares of VB stock, worth $341,344. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,572
Previous 1,358 15.76%
Holding current value
$341,344
Previous $289,000 24.22%
% of portfolio
0.16%
Previous 0.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$204.0 - $228.59 $43,656 - $48,918
214 Added 15.76%
1,572 $359,000
Q4 2023

Jan 30, 2024
SELL
$175.26 - $215.9 $37,155 - $45,770
-212 Reduced 13.5%
1,358 $289,000
Q2 2023

Aug 10, 2023
BUY
$181.26 - $198.89 $181 - $198
1 Added 0.06%
1,570 $312,000
Q1 2023

Apr 28, 2023
BUY
$179.51 - $208.76 $179 - $208
1 Added 0.06%
1,569 $297,000
Q4 2022

Jan 25, 2023
BUY
$179.99 - $196.57 $179 - $196
1 Added 0.06%
1,568 $0
Q2 2022

Jul 12, 2022
BUY
N/A
159 Added 11.29%
1,567 $276,000
Q2 2020

Aug 13, 2020
SELL
N/A
-65 Reduced 4.41%
1,408 $205,000
Q1 2020

May 12, 2020
BUY
N/A
66 Added 4.69%
1,473 $0
Q1 2019

May 22, 2019
SELL
N/A
-66 Reduced 4.48%
1,407 $215,000
Q3 2018

Oct 11, 2018
BUY
N/A
1 Added 0.07%
1,473 $239 Million
Q2 2018

Aug 22, 2018
SELL
N/A
-1 Reduced 0.07%
1,472 $229 Million
Q1 2018

May 10, 2018
BUY
N/A
1,473 New
1,473 $216 Million

Others Institutions Holding VB

# of Institutions
1,970
Shares Held
144M
Call Options Held
176K
Put Options Held
90.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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