AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.8K | Hold |
525
| – | – | 0.02% | 187 |
|
|
2025
Q1 | $62.7K | Hold |
525
| – | – | 0.02% | 183 |
|
|
2024
Q4 | $62K | Hold |
525
| – | – | 0.02% | 185 |
|
|
2024
Q3 | $57.7K | Hold |
525
| – | – | 0.02% | 191 |
|
|
2024
Q2 | $52.4K | Sell |
525
-100
| -16% | -$9.99K | 0.02% | 191 |
|
|
2024
Q1 | $64K | Sell |
625
-280
| -31% | -$28.7K | 0.02% | 176 |
|
|
2023
Q4 | $83.5K | Buy |
+905
| New | +$83.5K | 0.03% | 157 |
|