Elmwood Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History

Elmwood Wealth Management, Inc.

  • $206 Million
  • Q2 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 5,613 shares of VIG stock, worth $1.02 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
5,613
Previous 6,013 6.65%
Holding current value
$1.02 Million
Previous $1.1 Million 6.74%
% of portfolio
0.5%
Previous 0.5%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$173.33 - $185.29 $69,332 - $74,116
-400 Reduced 6.65%
5,613 $1.02 Million
Q1 2024

May 10, 2024
SELL
$168.47 - $182.98 $33,357 - $36,230
-198 Reduced 3.19%
6,013 $1.1 Million
Q4 2023

Jan 30, 2024
SELL
$150.16 - $171.16 $1.48 Million - $1.69 Million
-9,872 Reduced 61.38%
6,211 $1.06 Million
Q3 2023

Nov 15, 2023
SELL
$155.38 - $166.95 $40,398 - $43,407
-260 Reduced 1.59%
16,083 $2.5 Million
Q2 2023

Aug 10, 2023
SELL
$152.74 - $162.43 $168,014 - $178,673
-1,100 Reduced 6.31%
16,343 $2.65 Million
Q1 2023

Apr 28, 2023
SELL
$147.24 - $158.33 $249,424 - $268,211
-1,694 Reduced 8.85%
17,443 $2.69 Million
Q4 2022

Jan 25, 2023
BUY
$144.84 - $158.71 $10,573 - $11,585
73 Added 0.38%
19,137 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-185 Reduced 0.96%
19,064 $2.58 Million
Q2 2022

Jul 12, 2022
BUY
N/A
330 Added 1.74%
19,249 $2.76 Million
Q1 2022

May 16, 2022
BUY
N/A
1,145 Added 6.44%
18,919 $3.07 Million
Q4 2021

Feb 08, 2022
SELL
N/A
-105 Reduced 0.59%
17,774 $3.05 Million
Q1 2021

May 13, 2021
BUY
N/A
95 Added 0.53%
17,879 $0
Q2 2020

Aug 13, 2020
SELL
N/A
-9,414 Reduced 34.61%
17,784 $2.08 Million
Q1 2020

May 12, 2020
BUY
N/A
8,640 Added 46.56%
27,198 $0
Q4 2019

Feb 05, 2020
BUY
N/A
150 Added 0.81%
18,558 $2.31 Million
Q3 2019

Nov 13, 2019
BUY
N/A
104 Added 0.57%
18,408 $2.2 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-1,370 Reduced 6.96%
18,304 $2.11 Million
Q1 2019

May 22, 2019
SELL
N/A
-7,494 Reduced 27.58%
19,674 $2.16 Million
Q4 2018

Feb 14, 2019
BUY
N/A
900 Added 3.43%
27,168 $0
Q3 2018

Oct 11, 2018
SELL
N/A
-834 Reduced 3.08%
26,268 $2.91 Billion
Q2 2018

Aug 22, 2018
SELL
N/A
-96 Reduced 0.35%
27,102 $2.75 Billion
Q1 2018

May 10, 2018
BUY
N/A
27,198 New
27,198 $2.75 Billion

Others Institutions Holding VIG

# of Institutions
2,193
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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