AEPWM
Atlantic Edge Private Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Hold |
1,090
| – | – | 0.03% | 157 |
|
|
2025
Q1 | $107K | Hold |
1,090
| – | – | 0.03% | 159 |
|
|
2024
Q4 | $114K | Hold |
1,090
| – | – | 0.04% | 155 |
|
|
2024
Q3 | $111K | Buy |
1,090
+425
| +64% | +$43.2K | 0.03% | 160 |
|
|
2024
Q2 | $64.3K | Buy |
665
+200
| +43% | +$19.3K | 0.02% | 176 |
|
|
2024
Q1 | $43.3K | Hold |
465
| – | – | 0.01% | 201 |
|
|
2023
Q4 | $39.6K | Buy |
+465
| New | +$39.6K | 0.02% | 196 |
|