EPM
Elm Partners Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Buy |
370,468
+82,415
| +29% | +$4.84M | 1.26% | 17 |
|
|
2025
Q1 | $16.9M | Buy |
288,053
+21,964
| +8% | +$1.29M | 1.09% | 16 |
|
|
2024
Q4 | $15.5M | Buy |
266,089
+214,741
| +418% | +$12.5M | 1.06% | 18 |
|
|
2024
Q3 | $3.03M | Sell |
51,348
-13,240
| -20% | -$781K | 0.22% | 27 |
|
|
2024
Q2 | $3.75M | Sell |
64,588
-152,055
| -70% | -$8.82M | 0.29% | 30 |
|
|
2024
Q1 | $12.6M | Buy |
216,643
+46,911
| +28% | +$2.72M | 1% | 21 |
|
|
2023
Q4 | $9.9M | Sell |
169,732
-159,134
| -48% | -$9.28M | 0.9% | 25 |
|
|
2023
Q3 | $18.9M | Buy |
328,866
+162,511
| +98% | +$9.36M | 1.96% | 12 |
|
|
2023
Q2 | $9.6M | Sell |
166,355
-327,445
| -66% | -$18.9M | 0.97% | 21 |
|
|
2023
Q1 | $28.9M | Sell |
493,800
-1,244,955
| -72% | -$72.9M | 3.04% | 11 |
|
|
2022
Q4 | $101M | Buy |
1,738,755
+348,883
| +25% | +$20.2M | 11.63% | 2 |
|
|
2022
Q3 | $80.3M | Buy |
1,389,872
+69,425
| +5% | +$4.01M | 10.84% | 2 |
|
|
2022
Q2 | $77.7M | Buy |
1,320,447
+235,308
| +22% | +$13.9M | 10.13% | 3 |
|
|
2022
Q1 | $64.3M | Buy |
1,085,139
+587,118
| +118% | +$34.8M | 8.13% | 5 |
|
|
2021
Q4 | $30.3M | Buy |
498,021
+425,851
| +590% | +$25.9M | 3.73% | 9 |
|
|
2021
Q3 | $4.43M | Sell |
72,170
-30,736
| -30% | -$1.89M | 0.59% | 21 |
|
|
2021
Q2 | $6.32M | Sell |
102,906
-17,343
| -14% | -$1.07M | 0.83% | 19 |
|
|
2021
Q1 | $7.4M | Buy |
120,249
+7,202
| +6% | +$443K | 1.05% | 19 |
|
|
2020
Q4 | $6.96M | Buy |
113,047
+19,847
| +21% | +$1.22M | 1.04% | 20 |
|
|
2020
Q3 | $5.79M | Sell |
93,200
-45,323
| -33% | -$2.81M | 0.97% | 23 |
|
|
2020
Q2 | $8.62M | Sell |
138,523
-182,928
| -57% | -$11.4M | 1.54% | 20 |
|
|
2020
Q1 | $20M | Buy |
+321,451
| New | +$20M | 4.41% | 9 |
|