EPM
Elm Partners Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257M | Buy |
844,068
+438,708
| +108% | +$133M | 14.89% | 1 |
|
|
2025
Q1 | $111M | Sell |
405,360
-491,292
| -55% | -$135M | 7.17% | 5 |
|
|
2024
Q4 | $260M | Buy |
896,652
+98,506
| +12% | +$28.5M | 17.75% | 1 |
|
|
2024
Q3 | $226M | Buy |
798,146
+86,564
| +12% | +$24.5M | 16.15% | 1 |
|
|
2024
Q2 | $190M | Buy |
711,582
+35,613
| +5% | +$9.53M | 14.62% | 1 |
|
|
2024
Q1 | $176M | Buy |
675,969
+81,178
| +14% | +$21.1M | 13.9% | 1 |
|
|
2023
Q4 | $141M | Buy |
594,791
+32,462
| +6% | +$7.7M | 12.82% | 1 |
|
|
2023
Q3 | $119M | Sell |
562,329
-30,768
| -5% | -$6.54M | 12.35% | 2 |
|
|
2023
Q2 | $131M | Buy |
593,097
+226,087
| +62% | +$49.8M | 13.16% | 1 |
|
|
2023
Q1 | $74.9M | Buy |
367,010
+48,633
| +15% | +$9.93M | 7.88% | 5 |
|
|
2022
Q4 | $60.9M | Sell |
318,377
-83,670
| -21% | -$16M | 7.04% | 5 |
|
|
2022
Q3 | $72.2M | Sell |
402,047
-20,805
| -5% | -$3.73M | 9.74% | 3 |
|
|
2022
Q2 | $79.8M | Sell |
422,852
-16,030
| -4% | -$3.02M | 10.4% | 2 |
|
|
2022
Q1 | $99.9M | Sell |
438,882
-231,053
| -34% | -$52.6M | 12.63% | 2 |
|
|
2021
Q4 | $162M | Buy |
669,935
+45,408
| +7% | +$11M | 19.94% | 1 |
|
|
2021
Q3 | $139M | Buy |
624,527
+57,223
| +10% | +$12.7M | 18.51% | 1 |
|
|
2021
Q2 | $126M | Buy |
567,304
+13,794
| +2% | +$3.07M | 16.63% | 1 |
|
|
2021
Q1 | $114M | Buy |
553,510
+31,250
| +6% | +$6.46M | 16.27% | 1 |
|
|
2020
Q4 | $102M | Buy |
522,260
+2,772
| +0.5% | +$540K | 15.19% | 1 |
|
|
2020
Q3 | $88.5M | Buy |
519,488
+9,531
| +2% | +$1.62M | 14.88% | 1 |
|
|
2020
Q2 | $79.8M | Buy |
509,957
+272,929
| +115% | +$42.7M | 14.25% | 1 |
|
|
2020
Q1 | $30.6M | Buy |
237,028
+198,723
| +519% | +$25.6M | 6.72% | 5 |
|
|
2019
Q4 | $5.78M | Sell |
38,305
-100,469
| -72% | -$15.2M | 1.27% | 21 |
|
|
2019
Q3 | $21M | Buy |
138,774
+5,552
| +4% | +$838K | 4.74% | 6 |
|
|
2019
Q2 | $20M | Sell |
133,222
-52,229
| -28% | -$7.84M | 4.48% | 7 |
|
|
2019
Q1 | $26.8M | Buy |
185,451
+101,516
| +121% | +$14.7M | 7.18% | 5 |
|
|
2018
Q4 | $10.6M | Buy |
+83,935
| New | +$10.6M | 3.66% | 7 |
|