AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.7K | Hold |
325
| – | – | 0.02% | 174 |
|
|
2025
Q1 | $86K | Sell |
325
-35
| -10% | -$9.27K | 0.03% | 170 |
|
|
2024
Q4 | $91.3K | Sell |
360
-75
| -17% | -$19K | 0.03% | 166 |
|
|
2024
Q3 | $123K | Sell |
435
-132
| -23% | -$37.3K | 0.04% | 153 |
|
|
2024
Q2 | $151K | Sell |
567
-175
| -24% | -$46.6K | 0.05% | 141 |
|
|
2024
Q1 | $201K | Sell |
742
-95
| -11% | -$25.7K | 0.07% | 127 |
|
|
2023
Q4 | $210K | Buy |
+837
| New | +$210K | 0.09% | 119 |
|