Elmwood Wealth Management, Inc. Vanguard Transaction History

Elmwood Wealth Management, Inc.

$228 Million
Q2 2025

A detailed history of Elmwood Wealth Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 83,293 shares of VGSH stock, worth $4.88 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

83,293

Previous 93,022 10.46%

Holding current value

$4.88 Million

Previous $5.46 Million 10.33%

% of portfolio

2.15%

Previous 2.47%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$58.32 - $58.95 $567,395 - $573,524	-9,729 Reduced 10.46%	83,293 $4.9 Million
Q1 2025 Apr 28, 2025	SELL	$58.07 - $58.69 $448,706 - $453,497	-7,727 Reduced 7.67%	93,022 $5.46 Million
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

1,031

Shares Held

274M

Call Options Held

6.2K

Put Options Held

400

View Full List

About VANGUARD

Ticker VGSH
Sector ETFs
Industry ETFs

More about VGSH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elmwood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Elmwood Wealth Management, Inc. with notifications on news.

Account

Elmwood Wealth Management, Inc. Vanguard Transaction History