AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.7K | Sell |
217
-5
| -2% | -$1.4K | 0.02% | 194 |
|
|
2025
Q1 | $57.4K | Hold |
222
| – | – | 0.02% | 191 |
|
|
2024
Q4 | $58.6K | Hold |
222
| – | – | 0.02% | 189 |
|
|
2024
Q3 | $58.6K | Hold |
222
| – | – | 0.02% | 190 |
|
|
2024
Q2 | $53.7K | Buy |
222
+42
| +23% | +$10.2K | 0.02% | 189 |
|
|
2024
Q1 | $45K | Buy |
180
+40
| +29% | +$9.99K | 0.02% | 199 |
|
|
2023
Q4 | $32.6K | Buy |
+140
| New | +$32.6K | 0.01% | 209 |
|