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

Elmwood Wealth Management, Inc.

$222 Million
Q3 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 1,685 shares of VB stock, worth $407,770. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,685

Previous 1,572 7.19%

Holding current value

$407,770

Previous $342,000 16.67%

% of portfolio

0.18%

Previous 0.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$214.77 - $237.72 $24,269 - $26,862	113 Added 7.19%	1,685 $399,000
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	$172.82 - $196.57 $172 - $196	1 Added 0.06%	1,568 $0
Q2 2022 Jul 12, 2022	BUY	$170.7 - $214.67 $27,141 - $34,132	159 Added 11.29%	1,567 $276,000
Q2 2020 Aug 13, 2020	SELL	$106.26 - $156.76 $6,906 - $10,189	-65 Reduced 4.41%	1,408 $205,000
Q1 2020 May 12, 2020	BUY	$98.45 - $170.48 $6,497 - $11,251	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

2,108

Shares Held

150M

Call Options Held

102K

Put Options Held

107K

View Full List

About VANGUARD SMALL-CAP ETF

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