Elmwood Wealth Management, Inc. Vanguard Total Stock Market Et Transaction History

Elmwood Wealth Management, Inc.

$228 Million
Q4 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 2,636 shares of VTI stock, worth $787,109. This represents 0.33% of its overall portfolio holdings.

Number of Shares

2,636

Previous 2,843 7.28%

Holding current value

$787,109

Previous $805,000 5.22%

% of portfolio

0.33%

Previous 0.36%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$280.04 - $302.45 $57,968 - $62,607	-207 Reduced 7.28%	2,636 $763,000
Q3 2024 Oct 11, 2024	BUY	$255.18 - $283.2 $52,822 - $58,622	207 Added 7.85%	2,843 $805,000
Q1 2024 May 10, 2024	BUY	$232.77 - $260.14 $613,581 - $685,729	2,636 New	2,636 $685,000
Q3 2023 Nov 15, 2023	BUY	$211.41 - $228.35 $46,721 - $50,465	221 Added 8.07%	2,961 $628,000
Q1 2023 Apr 28, 2023	SELL	$189.85 - $210.01 $13,669 - $15,120	-72 Reduced 2.56%	2,740 $559,000
Q4 2022 Jan 25, 2023	BUY	$179.3 - $204.18 $10,220 - $11,638	57 Added 2.07%	2,812 $0
Q2 2022 Jul 12, 2022	BUY	$183.02 - $230.52 $732 - $922	4 Added 0.15%	2,755 $520,000
Q1 2022 May 16, 2022	BUY	$209.9 - $242.97 $1,679 - $1,943	8 Added 0.29%	2,751 $626,000
Q4 2021 Feb 08, 2022	SELL	$221.73 - $242.96 $17,073 - $18,707	-77 Reduced 2.73%	2,743 $662,000
Q1 2021 May 13, 2021	SELL	$191.87 - $208.85 $54,491 - $59,313	-284 Reduced 9.15%	2,820 $0
Q2 2020 Aug 13, 2020	SELL	$122.96 - $164.1 $209,892 - $280,118	-1,707 Reduced 35.48%	3,104 $486,000
Q1 2020 May 12, 2020	BUY	$111.91 - $172.17 $238,368 - $366,722	2,130 Added 79.45%	4,811 $0
Q4 2019 Feb 05, 2020	BUY	$146.61 - $164.29 $1,905 - $2,135	13 Added 0.49%	2,681 $439,000
Q3 2019 Nov 13, 2019	SELL	$150.3 - $153.62 $250,550 - $256,084	-1,667 Reduced 38.45%	2,668 $403,000
Q2 2019 Aug 07, 2019	SELL	N/A	-48 Reduced 1.1%	4,335 $651,000
Q1 2019 May 22, 2019	BUY	N/A	12 Added 0.27%	4,383 $634,000
Q4 2018 Feb 14, 2019	SELL	N/A	-452 Reduced 9.37%	4,371 $0
Q2 2018 Aug 22, 2018	BUY	N/A	12 Added 0.25%	4,823 $677 Million
Q1 2018 May 10, 2018	BUY	N/A	4,811 New	4,811 $653 Million

Others Institutions Holding VTI

# of Institutions

3,150

Shares Held

476M

Call Options Held

1.8M

Put Options Held

620K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Elmwood Wealth Management, Inc. Vanguard Total Stock Market Et Transaction History