Elmwood Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History

Elmwood Wealth Management, Inc.

$222 Million
Q3 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 0.46% of its overall portfolio holdings.

Number of Shares

5,613

Previous 5,613 -0.0%

Holding current value

$1.02 Million

Previous $1.02 Million 0.2%

% of portfolio

0.46%

Previous 0.5%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

View Full List

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Elmwood Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History