Elmwood Wealth Management, Inc. Vanguard Transaction History

Elmwood Wealth Management, Inc.

  • $219 Million
  • Q1 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 169,326 shares of VGSH stock, worth $9.82 Million. This represents 4.5% of its overall portfolio holdings.

Number of Shares
169,326
Previous 79,843 112.07%
Holding current value
$9.82 Million
Previous $4.66 Million 111.12%
% of portfolio
4.5%
Previous 3.37%

Shares

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

May 10, 2024
BUY
$57.88 - $58.54 $5.18 Million - $5.24 Million
89,483 Added 112.07%
169,326 $9.83 Million
Q4 2023

Jan 30, 2024
SELL
$57.34 - $58.41 $870,650 - $886,897
-15,184 Reduced 15.98%
79,843 $4.66 Million
Q3 2023

Nov 15, 2023
BUY
$57.47 - $57.91 $1.76 Million - $1.77 Million
30,565 Added 47.42%
95,027 $5.47 Million
Q2 2023

Aug 10, 2023
BUY
$57.72 - $58.69 $2.26 Million - $2.3 Million
39,239 Added 155.57%
64,462 $3.72 Million
Q1 2023

Apr 28, 2023
SELL
$57.32 - $58.77 $1.23 Million - $1.26 Million
-21,429 Reduced 45.93%
25,223 $1.48 Million
Q4 2022

Jan 25, 2023
BUY
$57.38 - $58.13 $1.35 Million - $1.37 Million
23,581 Added 102.21%
46,652 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-2,705 Reduced 10.49%
23,071 $1.33 Million
Q2 2022

Jul 12, 2022
SELL
N/A
-43,265 Reduced 62.67%
25,776 $1.52 Million
Q1 2022

May 16, 2022
BUY
N/A
1,496 Added 2.21%
69,041 $4.09 Million
Q4 2021

Feb 08, 2022
SELL
N/A
-27,372 Reduced 28.84%
67,545 $4.11 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-7,480 Reduced 7.3%
94,917 $5.83 Million
Q1 2021

May 13, 2021
SELL
N/A
-25,677 Reduced 20.05%
102,397 $0
Q2 2020

Aug 13, 2020
BUY
N/A
128,074 New
128,074 $7.97 Million
Q1 2020

May 12, 2020
SELL
N/A
-106,904 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
N/A
106,904 New
106,904 $6.5 Million
Q3 2019

Nov 13, 2019
SELL
N/A
-83,704 Closed
0 $0
Q2 2019

Aug 07, 2019
SELL
N/A
-1,035 Reduced 1.22%
83,704 $5.1 Million
Q1 2019

May 22, 2019
BUY
N/A
23,299 Added 37.92%
84,739 $5.12 Million
Q4 2018

Feb 14, 2019
BUY
N/A
61,440 New
61,440 $0

Others Institutions Holding VGSH

# of Institutions
883
Shares Held
240M
Call Options Held
39.3K
Put Options Held
58.6K
View Full List

About VANGUARD

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