Elmwood Wealth Management, Inc. Vanguard Transaction History

Elmwood Wealth Management, Inc.

$228 Million
Q4 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 100,749 shares of VGSH stock, worth $5.87 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

100,749

Previous 107,834 6.57%

Holding current value

$5.87 Million

Previous $6.36 Million 7.9%

% of portfolio

2.57%

Previous 2.86%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$58.02 - $58.88 $411,071 - $417,164	-7,085 Reduced 6.57%	100,749 $5.86 Million
Q3 2024 Oct 11, 2024	SELL	$57.74 - $59.13 $3.29 Million - $3.37 Million	-56,972 Reduced 34.57%	107,834 $6.36 Million
Q2 2024 Aug 13, 2024	SELL	$57.55 - $58.0 $260,126 - $262,160	-4,520 Reduced 2.67%	164,806 $9.56 Million
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	$57.67 - $59.08 $155,997 - $159,811	-2,705 Reduced 10.49%	23,071 $1.33 Million
Q2 2022 Jul 12, 2022	SELL	$58.29 - $59.37 $2.52 Million - $2.57 Million	-43,265 Reduced 62.67%	25,776 $1.52 Million
Q1 2022 May 16, 2022	BUY	$59.19 - $60.79 $88,548 - $90,941	1,496 Added 2.21%	69,041 $4.09 Million
Q4 2021 Feb 08, 2022	SELL	$60.79 - $61.43 $1.66 Million - $1.68 Million	-27,372 Reduced 28.84%	67,545 $4.11 Million
Q2 2021 Aug 13, 2021	SELL	$61.41 - $61.64 $459,346 - $461,067	-7,480 Reduced 7.3%	94,917 $5.83 Million
Q1 2021 May 13, 2021	SELL	$61.49 - $61.63 $1.58 Million - $1.58 Million	-25,677 Reduced 20.05%	102,397 $0
Q2 2020 Aug 13, 2020	BUY	$62.08 - $62.28 $7.95 Million - $7.98 Million	128,074 New	128,074 $7.97 Million
Q1 2020 May 12, 2020	SELL	$60.83 - $62.34 $6.5 Million - $6.66 Million	-106,904 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$60.69 - $61.1 $6.49 Million - $6.53 Million	106,904 New	106,904 $6.5 Million
Q3 2019 Nov 13, 2019	SELL	$60.71 - $60.94 $5.08 Million - $5.1 Million	-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

931

Shares Held

232M

Call Options Held

21.5K

Put Options Held

32.6K

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Elmwood Wealth Management, Inc. Vanguard Transaction History