AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-94
| Closed | -$5.47K | – | 521 |
|
|
2024
Q4 | $5.47K | Hold |
94
| – | – | ﹤0.01% | 381 |
|
|
2024
Q3 | $5.55K | Sell |
94
-641
| -87% | -$37.8K | ﹤0.01% | 385 |
|
|
2024
Q2 | $42.6K | Hold |
735
| – | – | 0.01% | 203 |
|
|
2024
Q1 | $42.7K | Sell |
735
-10,475
| -93% | -$608K | 0.01% | 203 |
|
|
2023
Q4 | $654K | Buy |
+11,210
| New | +$654K | 0.27% | 81 |
|