AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6
| Closed | -$1.51K | – | 524 |
|
|
2025
Q1 | $1.51K | Hold |
6
| – | – | ﹤0.01% | 465 |
|
|
2024
Q4 | $1.68K | Hold |
6
| – | – | ﹤0.01% | 447 |
|
|
2024
Q3 | $1.61K | Hold |
6
| – | – | ﹤0.01% | 457 |
|
|
2024
Q2 | $1.5K | Buy |
6
+5
| +500% | +$1.25K | ﹤0.01% | 437 |
|
|
2024
Q1 | $261 | Hold |
1
| – | – | ﹤0.01% | 475 |
|
|
2023
Q4 | $242 | Buy |
+1
| New | +$242 | ﹤0.01% | 456 |
|