Elm Partners Management’s Vanguard Financials ETF VFH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.78M	Sell	23,474 -14,310	-38%	-$1.82M	0.12%	43
2025 Q4	$5.04M	Buy	37,784 +16,959	+81%	+$2.2M	0.23%	32
2025 Q3	$2.73M	Buy	20,825 +11,594	+126%	+$1.5M	0.14%	47
2025 Q2	$1.18M	Buy	9,231 +2,072	+29%	+$247K	0.07%	52
2025 Q1	$855K	Sell	7,159 -214	-3%	-$26.1K	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%	+$169K	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%	+$204K	0.07%	40
2023 Q4	$609K	Buy	6,597 +3,300	+100%	+$277K	0.06%	39
2023 Q3	$265K	Buy	+3,297	New	+$276K	0.03%	46
2022 Q2	–	Sell	-350	Closed	-$33K	–	44
2022 Q1	$33K	Buy	+350	New	+$33.5K	﹤0.01%	42