AEPWM
Atlantic Edge Private Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.77M | Sell |
66,179
-800
| -1% | -$45.6K | 1.03% | 26 |
|
2025
Q1 | $3.4M | Sell |
66,979
-2,319
| -3% | -$118K | 1.04% | 25 |
|
2024
Q4 | $3.31M | Buy |
69,298
+41,085
| +146% | +$1.96M | 1.03% | 24 |
|
2024
Q3 | $1.49M | Sell |
28,213
-74
| -0.3% | -$3.91K | 0.45% | 56 |
|
2024
Q2 | $1.4M | Buy |
28,287
+2,001
| +8% | +$98.9K | 0.47% | 56 |
|
2024
Q1 | $1.32M | Buy |
26,286
+812
| +3% | +$40.7K | 0.45% | 58 |
|
2023
Q4 | $1.22M | Buy |
+25,474
| New | +$1.22M | 0.5% | 52 |
|