Elmwood Wealth Management, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History

Elmwood Wealth Management, Inc.

$206 Million
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$48.11 - $50.34 $717,801 - $751,072	-14,920 Reduced 21.22%	55,399 $2.67 Million
Q2 2022 Jul 12, 2022	BUY	$50.05 - $51.06 $77,577 - $79,143	1,550 Added 2.25%	70,319 $3.52 Million
Q1 2022 May 16, 2022	BUY	$50.6 - $52.11 $80,707 - $83,115	1,595 Added 2.37%	68,769 $3.52 Million
Q4 2021 Feb 08, 2022	BUY	$51.18 - $52.61 $506,937 - $521,102	9,905 Added 17.3%	67,174 $3.45 Million
Q2 2021 Aug 13, 2021	BUY	$51.54 - $52.44 $1.55 Million - $1.57 Million	29,980 Added 109.86%	57,269 $3 Million
Q1 2021 May 13, 2021	BUY	$51.11 - $51.73 $1.25 Million - $1.26 Million	24,410 Added 847.86%	27,289 $0
Q2 2020 Aug 13, 2020	SELL	$48.74 - $50.23 $151,825 - $156,466	-3,115 Reduced 51.97%	2,879 $144,000
Q1 2020 May 12, 2020	BUY	$46.79 - $49.92 $280,459 - $299,220	5,994 New	5,994 $0
Q3 2019 Nov 13, 2019	SELL	$49.05 - $49.56 $112,079 - $113,244	-2,285 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	N/A	72 Added 3.25%	2,285 $113,000
Q1 2019 May 22, 2019	SELL	N/A	-3,772 Reduced 63.02%	2,213 $108,000
Q4 2018 Feb 14, 2019	BUY	N/A	16 Added 0.27%	5,985 $0
Q3 2018 Oct 11, 2018	SELL	N/A	-8 Reduced 0.13%	5,969 $289 Million
Q2 2018 Aug 22, 2018	SELL	N/A	-17 Reduced 0.28%	5,977 $292 Million
Q1 2018 May 10, 2018	BUY	N/A	5,994 New	5,994 $293 Million

Others Institutions Holding VTIP

# of Institutions

779

Shares Held

120M

Call Options Held

21.1K

Put Options Held

1.9K

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