EPM
Elm Partners Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Sell |
25,656
-14,029
| -35% | -$3.32M | 0.35% | 26 |
|
|
2025
Q1 | $8.8M | Sell |
39,685
-65,536
| -62% | -$14.5M | 0.57% | 23 |
|
|
2024
Q4 | $25.3M | Sell |
105,221
-15,763
| -13% | -$3.79M | 1.73% | 13 |
|
|
2024
Q3 | $28.7M | Buy |
120,984
+59,415
| +97% | +$14.1M | 2.05% | 13 |
|
|
2024
Q2 | $13.4M | Sell |
61,569
-1,888
| -3% | -$412K | 1.03% | 20 |
|
|
2024
Q1 | $14.5M | Sell |
63,457
-3,556
| -5% | -$813K | 1.15% | 18 |
|
|
2023
Q4 | $14.3M | Buy |
67,013
+4,564
| +7% | +$974K | 1.3% | 17 |
|
|
2023
Q3 | $11.8M | Sell |
62,449
-10,281
| -14% | -$1.94M | 1.22% | 17 |
|
|
2023
Q2 | $14.5M | Buy |
72,730
+19,410
| +36% | +$3.86M | 1.46% | 15 |
|
|
2023
Q1 | $10.1M | Buy |
53,320
+2,942
| +6% | +$558K | 1.06% | 19 |
|
|
2022
Q4 | $9.25M | Buy |
50,378
+16,173
| +47% | +$2.97M | 1.07% | 18 |
|
|
2022
Q3 | $5.85M | Sell |
34,205
-5,000
| -13% | -$855K | 0.79% | 19 |
|
|
2022
Q2 | $6.9M | Sell |
39,205
-11,123
| -22% | -$1.96M | 0.9% | 18 |
|
|
2022
Q1 | $10.7M | Sell |
50,328
-19,684
| -28% | -$4.18M | 1.35% | 15 |
|
|
2021
Q4 | $15.8M | Sell |
70,012
-7,498
| -10% | -$1.69M | 1.95% | 15 |
|
|
2021
Q3 | $16.9M | Buy |
77,510
+5,923
| +8% | +$1.3M | 2.26% | 13 |
|
|
2021
Q2 | $16.1M | Sell |
71,587
-4,889
| -6% | -$1.1M | 2.12% | 14 |
|
|
2021
Q1 | $16.4M | Buy |
76,476
+7,224
| +10% | +$1.55M | 2.33% | 13 |
|
|
2020
Q4 | $13.5M | Buy |
69,252
+8,826
| +15% | +$1.72M | 2.02% | 14 |
|
|
2020
Q3 | $9.29M | Sell |
60,426
-487
| -0.8% | -$74.9K | 1.56% | 16 |
|
|
2020
Q2 | $8.88M | Buy |
60,913
+17,720
| +41% | +$2.58M | 1.58% | 17 |
|
|
2020
Q1 | $4.99M | Buy |
43,193
+2,475
| +6% | +$286K | 1.1% | 19 |
|
|
2019
Q4 | $6.27M | Buy |
40,718
+2,277
| +6% | +$350K | 1.37% | 18 |
|
|
2019
Q3 | $5.92M | Sell |
38,441
-473
| -1% | -$72.8K | 1.34% | 22 |
|
|
2019
Q2 | $6.1M | Sell |
38,914
-5,970
| -13% | -$935K | 1.36% | 22 |
|
|
2019
Q1 | $6.86M | Buy |
44,884
+12,646
| +39% | +$1.93M | 1.84% | 17 |
|
|
2018
Q4 | $4.22M | Buy |
+32,238
| New | +$4.22M | 1.46% | 15 |
|