AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39K | Sell |
43
-2
| -4% | -$157 | ﹤0.01% | 444 |
|
|
2025
Q1 | $3.52K | Hold |
45
| – | – | ﹤0.01% | 432 |
|
|
2024
Q4 | $3.48K | Hold |
45
| – | – | ﹤0.01% | 416 |
|
|
2024
Q3 | $3.54K | Buy |
45
+1
| +2% | +$79 | ﹤0.01% | 419 |
|
|
2024
Q2 | $3.38K | Buy |
44
+2
| +5% | +$153 | ﹤0.01% | 403 |
|
|
2024
Q1 | $3.22K | Sell |
42
-9,865
| -100% | -$757K | ﹤0.01% | 413 |
|
|
2023
Q4 | $763K | Buy |
+9,907
| New | +$763K | 0.31% | 75 |
|