Elm Partners Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Sell |
3,034
-659
| -18% | -$129K | 0.03% | 71 |
|
|
2025
Q1 | $688K | Buy |
3,693
+901
| +32% | +$168K | 0.04% | 43 |
|
|
2024
Q4 | $553K | Buy |
2,792
+15
| +0.5% | +$2.97K | 0.04% | 47 |
|
|
2024
Q3 | $558K | Buy |
2,777
+805
| +41% | +$162K | 0.04% | 44 |
|
|
2024
Q2 | $360K | Hold |
1,972
| – | – | 0.03% | 54 |
|
|
2024
Q1 | $378K | Buy |
+1,972
| New | +$378K | 0.03% | 50 |
|