EPM
Elm Partners Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.5M | Buy |
1,040,600
+334,547
| +47% | +$27.5M | 4.97% | 8 |
|
|
2025
Q1 | $51.2M | Sell |
706,053
-40,000
| -5% | -$2.9M | 3.29% | 10 |
|
|
2024
Q4 | $53M | Sell |
746,053
-207,854
| -22% | -$14.8M | 3.62% | 9 |
|
|
2024
Q3 | $74.8M | Buy |
953,907
+154,578
| +19% | +$12.1M | 5.34% | 7 |
|
|
2024
Q2 | $59.3M | Sell |
799,329
-4,115
| -0.5% | -$305K | 4.55% | 7 |
|
|
2024
Q1 | $61.1M | Buy |
803,444
+86,072
| +12% | +$6.54M | 4.83% | 7 |
|
|
2023
Q4 | $51.7M | Buy |
717,372
+25,454
| +4% | +$1.83M | 4.7% | 9 |
|
|
2023
Q3 | $46.3M | Sell |
691,918
-132,858
| -16% | -$8.89M | 4.79% | 8 |
|
|
2023
Q2 | $57.5M | Buy |
824,776
+260,934
| +46% | +$18.2M | 5.79% | 6 |
|
|
2023
Q1 | $38.2M | Buy |
563,842
+15,875
| +3% | +$1.08M | 4.02% | 8 |
|
|
2022
Q4 | $35.3M | Buy |
547,967
+51,701
| +10% | +$3.33M | 4.08% | 8 |
|
|
2022
Q3 | $28.5M | Buy |
496,266
+65,707
| +15% | +$3.77M | 3.85% | 9 |
|
|
2022
Q2 | $27.3M | Buy |
430,559
+1,059
| +0.2% | +$67.2K | 3.56% | 9 |
|
|
2022
Q1 | $31.8M | Buy |
429,500
+62,640
| +17% | +$4.64M | 4.02% | 9 |
|
|
2021
Q4 | $28.6M | Sell |
366,860
-110,725
| -23% | -$8.64M | 3.53% | 11 |
|
|
2021
Q3 | $38.7M | Buy |
477,585
+9,176
| +2% | +$744K | 5.17% | 7 |
|
|
2021
Q2 | $38.6M | Buy |
468,409
+18,978
| +4% | +$1.56M | 5.07% | 7 |
|
|
2021
Q1 | $36.7M | Buy |
449,431
+86,674
| +24% | +$7.08M | 5.22% | 7 |
|
|
2020
Q4 | $28.9M | Sell |
362,757
-4,477
| -1% | -$356K | 4.32% | 7 |
|
|
2020
Q3 | $25M | Buy |
367,234
+59,049
| +19% | +$4.02M | 4.2% | 7 |
|
|
2020
Q2 | $19.6M | Sell |
308,185
-18,396
| -6% | -$1.17M | 3.5% | 12 |
|
|
2020
Q1 | $18M | Sell |
326,581
-86,615
| -21% | -$4.78M | 3.96% | 13 |
|
|
2019
Q4 | $27.3M | Buy |
413,196
+121,569
| +42% | +$8.03M | 5.98% | 5 |
|
|
2019
Q3 | $19.3M | Buy |
291,627
+75,237
| +35% | +$4.97M | 4.36% | 8 |
|
|
2019
Q2 | $14.3M | Buy |
216,390
+2,287
| +1% | +$151K | 3.2% | 10 |
|
|
2019
Q1 | $14.1M | Buy |
214,103
+101,082
| +89% | +$6.66M | 3.78% | 10 |
|
|
2018
Q4 | $6.88M | Buy |
+113,021
| New | +$6.88M | 2.37% | 11 |
|