Elm Partners Management’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.27M | Buy |
4,543
+2,386
| +111% | +$668K | 0.07% | 50 |
|
2025
Q1 | $534K | Buy |
2,157
+27
| +1% | +$6.68K | 0.03% | 45 |
|
2024
Q4 | $542K | Sell |
2,130
-81
| -4% | -$20.6K | 0.04% | 49 |
|
2024
Q3 | $575K | Hold |
2,211
| – | – | 0.04% | 43 |
|
2024
Q2 | $520K | Buy |
2,211
+769
| +53% | +$181K | 0.04% | 46 |
|
2024
Q1 | $352K | Hold |
1,442
| – | – | 0.03% | 52 |
|
2023
Q4 | $318K | Buy |
+1,442
| New | +$318K | 0.03% | 46 |
|
2022
Q2 | – | Sell |
-161
| Closed | -$31K | – | 47 |
|
2022
Q1 | $31K | Buy |
+161
| New | +$31K | ﹤0.01% | 43 |
|