Elmwood Wealth Management, Inc. Vanguard Total World Stk Index Transaction History

Elmwood Wealth Management, Inc.

  • $280 Million
  • Q4 2025

A detailed history of Elmwood Wealth Management, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 3,891 shares of VT stock, worth $541,782. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,891
Holding current value
$541,782
% of portfolio
0.19%

Shares

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

Jan 08, 2026
BUY
$135.16 - $141.78 $525,907 - $551,665
3,891 New
3,891 $541,000
Q1 2022

May 16, 2022
SELL
$93.8 - $108.09 $10,318 - $11,889
-110 Closed
0 $0
Q1 2021

May 13, 2021
SELL
$92.05 - $98.71 $6,903 - $7,403
-75 Reduced 40.54%
110 $0
Q2 2020

Aug 13, 2020
BUY
$60.03 - $78.43 $4,502 - $5,882
75 Added 68.18%
185 $14,000
Q1 2020

May 12, 2020
BUY
$54.48 - $83.17 $5,992 - $9,148
110 New
110 $0
Q4 2019

Feb 05, 2020
SELL
$72.8 - $81.27 $13,468 - $15,034
-185 Closed
0 $0
Q2 2018

Aug 22, 2018
BUY
N/A
75 Added 68.18%
185 $13.6 Million
Q1 2018

May 10, 2018
BUY
N/A
110 New
110 $8.1 Million

Others Institutions Holding VT

# of Institutions
1,225
Shares Held
119M
Call Options Held
251K
Put Options Held
87.2K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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