EPM
Elm Partners Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.9M | Sell |
433,443
-188,898
| -30% | -$13.9M | 1.85% | 14 |
|
|
2025
Q1 | $45.7M | Buy |
622,341
+539,455
| +651% | +$39.6M | 2.94% | 11 |
|
|
2024
Q4 | $5.96M | Buy |
82,886
+8,854
| +12% | +$637K | 0.41% | 24 |
|
|
2024
Q3 | $5.56M | Sell |
74,032
-8,228
| -10% | -$618K | 0.4% | 22 |
|
|
2024
Q2 | $5.93M | Buy |
82,260
+2,602
| +3% | +$187K | 0.46% | 26 |
|
|
2024
Q1 | $5.79M | Sell |
79,658
-84,747
| -52% | -$6.16M | 0.46% | 25 |
|
|
2023
Q4 | $12.1M | Sell |
164,405
-36,683
| -18% | -$2.7M | 1.1% | 22 |
|
|
2023
Q3 | $14M | Buy |
201,088
+18,618
| +10% | +$1.3M | 1.45% | 15 |
|
|
2023
Q2 | $13.3M | Sell |
182,470
-192,515
| -51% | -$14M | 1.34% | 17 |
|
|
2023
Q1 | $27.7M | Buy |
374,985
+154,915
| +70% | +$11.4M | 2.91% | 12 |
|
|
2022
Q4 | $15.8M | Buy |
220,070
+94,583
| +75% | +$6.79M | 1.83% | 11 |
|
|
2022
Q3 | $8.95M | Buy |
125,487
+118,486
| +1,692% | +$8.45M | 1.21% | 16 |
|
|
2022
Q2 | $527K | Buy |
7,001
+1,615
| +30% | +$122K | 0.07% | 31 |
|
|
2022
Q1 | $428K | Sell |
5,386
-842
| -14% | -$66.9K | 0.05% | 30 |
|
|
2021
Q4 | $528K | Buy |
6,228
+699
| +13% | +$59.3K | 0.07% | 31 |
|
|
2021
Q3 | $472K | Buy |
5,529
+387
| +8% | +$33K | 0.06% | 33 |
|
|
2021
Q2 | $442K | Sell |
5,142
-55
| -1% | -$4.73K | 0.06% | 33 |
|
|
2021
Q1 | $440K | Sell |
5,197
-185,765
| -97% | -$15.7M | 0.06% | 33 |
|
|
2020
Q4 | $16.8M | Sell |
190,962
-22,650
| -11% | -$2M | 2.52% | 13 |
|
|
2020
Q3 | $18.8M | Sell |
213,612
-21,508
| -9% | -$1.9M | 3.17% | 11 |
|
|
2020
Q2 | $20.8M | Buy |
235,120
+19,137
| +9% | +$1.69M | 3.71% | 11 |
|
|
2020
Q1 | $18.4M | Buy |
215,983
+1,161
| +0.5% | +$99.1K | 4.06% | 12 |
|
|
2019
Q4 | $18.1M | Buy |
214,822
+9,790
| +5% | +$827K | 3.97% | 9 |
|
|
2019
Q3 | $17.3M | Sell |
205,032
-13,297
| -6% | -$1.12M | 3.92% | 9 |
|
|
2019
Q2 | $18.1M | Buy |
+218,329
| New | +$18.1M | 4.06% | 9 |
|