EPM
Elm Partners Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.78M | Sell |
199,552
-4,743
| -2% | -$233K | 0.57% | 22 |
|
|
2025
Q1 | $10.1M | Sell |
204,295
-25,276
| -11% | -$1.25M | 0.65% | 22 |
|
|
2024
Q4 | $11.5M | Sell |
229,571
-59,727
| -21% | -$2.99M | 0.79% | 22 |
|
|
2024
Q3 | $14.8M | Sell |
289,298
-93,857
| -24% | -$4.8M | 1.06% | 19 |
|
|
2024
Q2 | $19.2M | Buy |
383,155
+205,721
| +116% | +$10.3M | 1.47% | 14 |
|
|
2024
Q1 | $8.98M | Sell |
177,434
-89,487
| -34% | -$4.53M | 0.71% | 24 |
|
|
2023
Q4 | $13.6M | Buy |
266,921
+229,675
| +617% | +$11.7M | 1.24% | 18 |
|
|
2023
Q3 | $1.79M | Buy |
37,246
+9,620
| +35% | +$463K | 0.19% | 32 |
|
|
2023
Q2 | $1.39M | Sell |
27,626
-16,563
| -37% | -$832K | 0.14% | 32 |
|
|
2023
Q1 | $2.24M | Buy |
+44,189
| New | +$2.24M | 0.24% | 28 |
|
|
2022
Q2 | – | Sell |
-2,703
| Closed | -$139K | – | 51 |
|
|
2022
Q1 | $139K | Buy |
+2,703
| New | +$139K | 0.02% | 34 |
|
|
2021
Q4 | – | Sell |
-20,085
| Closed | -$1.1M | – | 36 |
|
|
2021
Q3 | $1.1M | Hold |
20,085
| – | – | 0.15% | 29 |
|
|
2021
Q2 | $1.11M | Sell |
20,085
-90,112
| -82% | -$4.98M | 0.15% | 30 |
|
|
2021
Q1 | $6.02M | Sell |
110,197
-115,503
| -51% | -$6.31M | 0.86% | 20 |
|
|
2020
Q4 | $12.5M | Sell |
225,700
-173
| -0.1% | -$9.55K | 1.86% | 15 |
|
|
2020
Q3 | $12.3M | Sell |
225,873
-50,540
| -18% | -$2.75M | 2.07% | 14 |
|
|
2020
Q2 | $15M | Buy |
276,413
+129,799
| +89% | +$7.03M | 2.67% | 14 |
|
|
2020
Q1 | $7.76M | Buy |
146,614
+56,545
| +63% | +$2.99M | 1.71% | 16 |
|
|
2019
Q4 | $4.83M | Sell |
90,069
-2,698
| -3% | -$145K | 1.06% | 23 |
|
|
2019
Q3 | $4.97M | Sell |
92,767
-1,440
| -2% | -$77.2K | 1.13% | 24 |
|
|
2019
Q2 | $5M | Sell |
94,207
-632
| -0.7% | -$33.5K | 1.12% | 25 |
|
|
2019
Q1 | $4.95M | Sell |
94,839
-670
| -0.7% | -$34.9K | 1.32% | 23 |
|
|
2018
Q4 | $4.88M | Buy |
+95,509
| New | +$4.88M | 1.68% | 13 |
|