EPM
Elm Partners Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53M | Sell |
62,123
-24,354
| -28% | -$2.17M | 0.32% | 27 |
|
|
2025
Q1 | $7.83M | Sell |
86,477
-56,885
| -40% | -$5.15M | 0.5% | 25 |
|
|
2024
Q4 | $12.8M | Sell |
143,362
-147,695
| -51% | -$13.2M | 0.87% | 21 |
|
|
2024
Q3 | $28.4M | Buy |
291,057
+203,360
| +232% | +$19.8M | 2.03% | 14 |
|
|
2024
Q2 | $7.35M | Sell |
87,697
-271,290
| -76% | -$22.7M | 0.56% | 24 |
|
|
2024
Q1 | $31M | Sell |
358,987
-36,504
| -9% | -$3.16M | 2.46% | 12 |
|
|
2023
Q4 | $34.9M | Buy |
395,491
+310,883
| +367% | +$27.5M | 3.18% | 11 |
|
|
2023
Q3 | $6.4M | Sell |
84,608
-63,976
| -43% | -$4.84M | 0.66% | 23 |
|
|
2023
Q2 | $12.4M | Buy |
148,584
+47,232
| +47% | +$3.95M | 1.25% | 18 |
|
|
2023
Q1 | $8.42M | Buy |
101,352
+60,420
| +148% | +$5.02M | 0.89% | 21 |
|
|
2022
Q4 | $3.38M | Sell |
40,932
-50,106
| -55% | -$4.13M | 0.39% | 24 |
|
|
2022
Q3 | $7.3M | Sell |
91,038
-49,818
| -35% | -$3.99M | 0.99% | 18 |
|
|
2022
Q2 | $12.8M | Sell |
140,856
-97,139
| -41% | -$8.85M | 1.67% | 14 |
|
|
2022
Q1 | $25.8M | Sell |
237,995
-80,531
| -25% | -$8.73M | 3.26% | 11 |
|
|
2021
Q4 | $37M | Buy |
318,526
+5,378
| +2% | +$624K | 4.55% | 8 |
|
|
2021
Q3 | $31.9M | Buy |
313,148
+21,700
| +7% | +$2.21M | 4.25% | 8 |
|
|
2021
Q2 | $29.7M | Buy |
291,448
+24,163
| +9% | +$2.46M | 3.9% | 8 |
|
|
2021
Q1 | $24.6M | Buy |
267,285
+50,613
| +23% | +$4.65M | 3.49% | 9 |
|
|
2020
Q4 | $18.4M | Buy |
216,672
+41,237
| +24% | +$3.5M | 2.75% | 11 |
|
|
2020
Q3 | $13.9M | Sell |
175,435
-33,293
| -16% | -$2.63M | 2.33% | 13 |
|
|
2020
Q2 | $16.4M | Buy |
208,728
+13,804
| +7% | +$1.08M | 2.93% | 13 |
|
|
2020
Q1 | $13.6M | Sell |
194,924
-33,592
| -15% | -$2.35M | 3% | 14 |
|
|
2019
Q4 | $21.3M | Buy |
228,516
+4,792
| +2% | +$447K | 4.67% | 7 |
|
|
2019
Q3 | $20.9M | Sell |
223,724
-626
| -0.3% | -$58.4K | 4.72% | 7 |
|
|
2019
Q2 | $19.6M | Buy |
224,350
+18,410
| +9% | +$1.61M | 4.39% | 8 |
|
|
2019
Q1 | $17.9M | Buy |
205,940
+77,740
| +61% | +$6.76M | 4.79% | 8 |
|
|
2018
Q4 | $9.53M | Buy |
+128,200
| New | +$9.53M | 3.29% | 8 |
|