EPM
Elm Partners Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
6,410
+5,232
| +444% | +$1.9M | 0.13% | 41 |
|
|
2025
Q1 | $383K | Sell |
1,178
-286
| -20% | -$93.1K | 0.02% | 52 |
|
|
2024
Q4 | $550K | Buy |
1,464
+42
| +3% | +$15.8K | 0.04% | 48 |
|
|
2024
Q3 | $484K | Hold |
1,422
| – | – | 0.03% | 48 |
|
|
2024
Q2 | $444K | Buy |
1,422
+622
| +78% | +$194K | 0.03% | 49 |
|
|
2024
Q1 | $254K | Hold |
800
| – | – | 0.02% | 59 |
|
|
2023
Q4 | $244K | Buy |
+800
| New | +$244K | 0.02% | 49 |
|
|
2022
Q2 | – | Sell |
-124
| Closed | -$38K | – | 41 |
|
|
2022
Q1 | $38K | Buy |
+124
| New | +$38K | ﹤0.01% | 40 |
|