Elmwood Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History

Elmwood Wealth Management, Inc.

$228 Million
Q4 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 0.45% 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 -0.0%

% of portfolio

0.45%

Previous 0.46%

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

2,480

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

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.

Account

Elmwood Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History