EPM
Elm Partners Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
4,619
+2,747
| +147% | +$682K | 0.07% | 53 |
|
|
2025
Q1 | $496K | Buy |
1,872
+142
| +8% | +$37.6K | 0.03% | 47 |
|
|
2024
Q4 | $439K | Sell |
1,730
-444
| -20% | -$113K | 0.03% | 51 |
|
|
2024
Q3 | $614K | Hold |
2,174
| – | – | 0.04% | 41 |
|
|
2024
Q2 | $578K | Buy |
2,174
+849
| +64% | +$226K | 0.04% | 45 |
|
|
2024
Q1 | $358K | Hold |
1,325
| – | – | 0.03% | 51 |
|
|
2023
Q4 | $332K | Buy |
+1,325
| New | +$332K | 0.03% | 45 |
|
|
2022
Q2 | – | Sell |
-168
| Closed | -$43K | – | 46 |
|
|
2022
Q1 | $43K | Buy |
+168
| New | +$43K | 0.01% | 39 |
|