AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2K | Sell |
119
-43
| -27% | -$10.2K | 0.01% | 253 |
|
|
2025
Q1 | $35.9K | Sell |
162
-185
| -53% | -$41K | 0.01% | 224 |
|
|
2024
Q4 | $83.3K | Buy |
347
+171
| +97% | +$41K | 0.03% | 169 |
|
|
2024
Q3 | $41.8K | Buy |
176
+52
| +42% | +$12.4K | 0.01% | 214 |
|
|
2024
Q2 | $27.1K | Hold |
124
| – | – | 0.01% | 229 |
|
|
2024
Q1 | $28.4K | Hold |
124
| – | – | 0.01% | 228 |
|
|
2023
Q4 | $26.4K | Buy |
+124
| New | +$26.4K | 0.01% | 221 |
|