AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
2,528
-86
| -3% | -$7.66K | 0.06% | 124 |
|
|
2025
Q1 | $237K | Hold |
2,614
| – | – | 0.07% | 118 |
|
|
2024
Q4 | $233K | Hold |
2,614
| – | – | 0.07% | 121 |
|
|
2024
Q3 | $255K | Buy |
2,614
+85
| +3% | +$8.28K | 0.08% | 120 |
|
|
2024
Q2 | $212K | Sell |
2,529
-94
| -4% | -$7.87K | 0.07% | 119 |
|
|
2024
Q1 | $227K | Buy |
2,623
+5
| +0.2% | +$432 | 0.08% | 121 |
|
|
2023
Q4 | $231K | Buy |
+2,618
| New | +$231K | 0.09% | 116 |
|