AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.16M | Sell |
115,247
-3,002
| -3% | -$239K | 2.51% | 10 |
|
|
2025
Q1 | $9.33M | Sell |
118,249
-1,139
| -1% | -$89.9K | 2.85% | 9 |
|
|
2024
Q4 | $9.31M | Sell |
119,388
-4,361
| -4% | -$340K | 2.88% | 11 |
|
|
2024
Q3 | $9.83M | Sell |
123,749
-8,303
| -6% | -$659K | 2.99% | 10 |
|
|
2024
Q2 | $10.2M | Sell |
132,052
-23,138
| -15% | -$1.79M | 3.41% | 8 |
|
|
2024
Q1 | $12M | Sell |
155,190
-376
| -0.2% | -$29.1K | 4.13% | 5 |
|
|
2023
Q4 | $12M | Buy |
+155,566
| New | +$12M | 4.89% | 5 |
|