AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-89
| Closed | -$5.29K | – | 525 |
|
|
2025
Q1 | $5.29K | Hold |
89
| – | – | ﹤0.01% | 402 |
|
|
2024
Q4 | $5.16K | Sell |
89
-202
| -69% | -$11.7K | ﹤0.01% | 384 |
|
|
2024
Q3 | $17.6K | Hold |
291
| – | – | 0.01% | 284 |
|
|
2024
Q2 | $16.9K | Buy |
291
+20
| +7% | +$1.17K | 0.01% | 271 |
|
|
2024
Q1 | $15.9K | Buy |
271
+69
| +34% | +$4.04K | 0.01% | 274 |
|
|
2023
Q4 | $12K | Buy |
+202
| New | +$12K | ﹤0.01% | 284 |
|