AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
7,578
-250
| -3% | -$51.2K | 0.43% | 57 |
|
|
2025
Q1 | $1.52M | Sell |
7,828
-534
| -6% | -$104K | 0.46% | 54 |
|
|
2024
Q4 | $1.64M | Sell |
8,362
-23
| -0.3% | -$4.5K | 0.51% | 52 |
|
|
2024
Q3 | $1.66M | Buy |
8,385
+1
| +0% | +$198 | 0.51% | 52 |
|
|
2024
Q2 | $1.53M | Hold |
8,384
| – | – | 0.51% | 50 |
|
|
2024
Q1 | $1.53M | Sell |
8,384
-139
| -2% | -$25.4K | 0.53% | 49 |
|
|
2023
Q4 | $1.45M | Buy |
+8,523
| New | +$1.45M | 0.59% | 45 |
|