AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9
| Closed | -$634 | – | 508 |
|
|
2025
Q1 | $634 | Hold |
9
| – | – | ﹤0.01% | 483 |
|
|
2024
Q4 | $616 | Hold |
9
| – | – | ﹤0.01% | 467 |
|
|
2024
Q3 | $677 | Hold |
9
| – | – | ﹤0.01% | 478 |
|
|
2024
Q2 | $633 | Sell |
9
-17
| -65% | -$1.2K | ﹤0.01% | 457 |
|
|
2024
Q1 | $1.88K | Buy |
+26
| New | +$1.88K | ﹤0.01% | 432 |
|