EPM
Elm Partners Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.9M | Buy |
86,137
+63,265
| +277% | +$35.9M | 2.84% | 11 |
|
|
2025
Q1 | $11.8M | Sell |
22,872
-15,156
| -40% | -$7.79M | 0.76% | 19 |
|
|
2024
Q4 | $20.5M | Buy |
38,028
+8,141
| +27% | +$4.39M | 1.4% | 15 |
|
|
2024
Q3 | $15.8M | Sell |
29,887
-775
| -3% | -$409K | 1.13% | 18 |
|
|
2024
Q2 | $15.3M | Buy |
30,662
+161
| +0.5% | +$80.5K | 1.18% | 18 |
|
|
2024
Q1 | $14.7M | Buy |
30,501
+857
| +3% | +$412K | 1.16% | 17 |
|
|
2023
Q4 | $12.9M | Buy |
29,644
+1,133
| +4% | +$495K | 1.18% | 21 |
|
|
2023
Q3 | $11.2M | Hold |
28,511
| – | – | 1.16% | 18 |
|
|
2023
Q2 | $11.6M | Sell |
28,511
-178
| -0.6% | -$72.5K | 1.17% | 19 |
|
|
2023
Q1 | $10.8M | Sell |
28,689
-868
| -3% | -$326K | 1.13% | 17 |
|
|
2022
Q4 | $10.4M | Sell |
29,557
-9,874
| -25% | -$3.47M | 1.2% | 16 |
|
|
2022
Q3 | $12.9M | Sell |
39,431
-14,604
| -27% | -$4.79M | 1.75% | 13 |
|
|
2022
Q2 | $18.7M | Sell |
54,035
-8,801
| -14% | -$3.05M | 2.44% | 11 |
|
|
2022
Q1 | $26.1M | Sell |
62,836
-2,731
| -4% | -$1.13M | 3.3% | 10 |
|
|
2021
Q4 | $28.6M | Sell |
65,567
-80
| -0.1% | -$34.9K | 3.53% | 10 |
|
|
2021
Q3 | $25.9M | Buy |
65,647
+1
| +0% | +$394 | 3.46% | 10 |
|
|
2021
Q2 | $25.8M | Sell |
65,646
-976
| -1% | -$384K | 3.4% | 10 |
|
|
2021
Q1 | $24.3M | Sell |
66,622
-273
| -0.4% | -$99.5K | 3.45% | 10 |
|
|
2020
Q4 | $23M | Sell |
66,895
-3,479
| -5% | -$1.2M | 3.44% | 9 |
|
|
2020
Q3 | $21.7M | Sell |
70,374
-4,856
| -6% | -$1.49M | 3.64% | 9 |
|
|
2020
Q2 | $21.3M | Sell |
75,230
-4,200
| -5% | -$1.19M | 3.81% | 10 |
|
|
2020
Q1 | $18.8M | Sell |
79,430
-9,855
| -11% | -$2.33M | 4.14% | 11 |
|
|
2019
Q4 | $24.3M | Sell |
89,285
-1,245
| -1% | -$339K | 5.33% | 6 |
|
|
2019
Q3 | $24.7M | Buy |
90,530
+40,855
| +82% | +$11.1M | 5.59% | 5 |
|
|
2019
Q2 | $13.4M | Sell |
49,675
-12,297
| -20% | -$3.31M | 2.99% | 11 |
|
|
2019
Q1 | $16.1M | Buy |
61,972
+51,821
| +511% | +$13.4M | 4.31% | 9 |
|
|
2018
Q4 | $2.31M | Buy |
+10,151
| New | +$2.31M | 0.8% | 20 |
|