AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Hold |
2,040
| – | – | 0.04% | 144 |
|
|
2025
Q1 | $150K | Sell |
2,040
-275
| -12% | -$20.2K | 0.05% | 135 |
|
|
2024
Q4 | $166K | Sell |
2,315
-95
| -4% | -$6.83K | 0.05% | 135 |
|
|
2024
Q3 | $181K | Sell |
2,410
-315
| -12% | -$23.7K | 0.06% | 132 |
|
|
2024
Q2 | $196K | Sell |
2,725
-2,655
| -49% | -$191K | 0.07% | 128 |
|
|
2024
Q1 | $391K | Sell |
5,380
-26,280
| -83% | -$1.91M | 0.13% | 97 |
|
|
2023
Q4 | $2.33M | Buy |
+31,660
| New | +$2.33M | 0.95% | 27 |
|