Elmwood Wealth Management, Inc. Vanguard Small Cap ETF Transaction History

Elmwood Wealth Management, Inc.

  • $280 Million
  • Q4 2025

A detailed history of Elmwood Wealth Management, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 1,251 shares of VB stock, worth $312,512. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,251
Previous 1,051 19.03%
Holding current value
$312,512
Previous $267,000 16.85%
% of portfolio
0.11%
Previous 0.11%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$248.1 - $260.08 $49,620 - $52,016
200 Added 19.03%
1,251 $312,000
Q2 2025

Jul 25, 2025
SELL
$193.73 - $237.37 $100,933 - $123,669
-521 Reduced 33.14%
1,051 $249,000
Q4 2024

Jan 13, 2025
SELL
$233.76 - $261.58 $26,414 - $29,558
-113 Reduced 6.71%
1,572 $377,000
Q3 2024

Oct 11, 2024
BUY
$214.77 - $237.72 $24,269 - $26,862
113 Added 7.19%
1,685 $399,000
Q1 2024

May 10, 2024
BUY
$204.0 - $228.59 $43,656 - $48,918
214 Added 15.76%
1,572 $359,000
Q4 2023

Jan 30, 2024
SELL
$175.26 - $215.9 $37,155 - $45,770
-212 Reduced 13.5%
1,358 $289,000
Q2 2023

Aug 10, 2023
BUY
$181.26 - $198.89 $181 - $198
1 Added 0.06%
1,570 $312,000
Q1 2023

Apr 28, 2023
BUY
$179.51 - $208.76 $179 - $208
1 Added 0.06%
1,569 $297,000
Q4 2022

Jan 25, 2023
BUY
$172.82 - $196.57 $172 - $196
1 Added 0.06%
1,568 $0
Q2 2022

Jul 12, 2022
BUY
$170.7 - $214.67 $27,141 - $34,132
159 Added 11.29%
1,567 $276,000
Q2 2020

Aug 13, 2020
SELL
$106.26 - $156.76 $6,906 - $10,189
-65 Reduced 4.41%
1,408 $205,000
Q1 2020

May 12, 2020
BUY
$98.45 - $170.48 $6,497 - $11,251
66 Added 4.69%
1,473 $0
Q1 2019

May 22, 2019
SELL
N/A
-66 Reduced 4.48%
1,407 $215,000
Q3 2018

Oct 11, 2018
BUY
N/A
1 Added 0.07%
1,473 $239 Million
Q2 2018

Aug 22, 2018
SELL
N/A
-1 Reduced 0.07%
1,472 $229 Million
Q1 2018

May 10, 2018
BUY
N/A
1,473 New
1,473 $216 Million

Others Institutions Holding VB

# of Institutions
2,492
Shares Held
164M
Call Options Held
68.3K
Put Options Held
26.1K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Elmwood Wealth Management, Inc. Portfolio

Follow Elmwood Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email