EPM
Elm Partners Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
9,231
+2,072
| +29% | +$264K | 0.07% | 52 |
|
|
2025
Q1 | $855K | Sell |
7,159
-214
| -3% | -$25.6K | 0.06% | 39 |
|
|
2024
Q4 | $871K | Sell |
7,373
-165
| -2% | -$19.5K | 0.06% | 44 |
|
|
2024
Q3 | $829K | Buy |
7,538
+1,591
| +27% | +$175K | 0.06% | 38 |
|
|
2024
Q2 | $594K | Sell |
5,947
-2,772
| -32% | -$277K | 0.05% | 44 |
|
|
2024
Q1 | $893K | Buy |
8,719
+2,122
| +32% | +$217K | 0.07% | 40 |
|
|
2023
Q4 | $609K | Buy |
6,597
+3,300
| +100% | +$304K | 0.06% | 39 |
|
|
2023
Q3 | $265K | Buy |
+3,297
| New | +$265K | 0.03% | 46 |
|
|
2022
Q2 | – | Sell |
-350
| Closed | -$33K | – | 44 |
|
|
2022
Q1 | $33K | Buy |
+350
| New | +$33K | ﹤0.01% | 42 |
|