AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Sell |
61
-12
| -16% | -$1.97K | ﹤0.01% | 356 |
|
|
2025
Q1 | $11.7K | Hold |
73
| – | – | ﹤0.01% | 335 |
|
|
2024
Q4 | $11.8K | Hold |
73
| – | – | ﹤0.01% | 321 |
|
|
2024
Q3 | $12.2K | Hold |
73
| – | – | ﹤0.01% | 322 |
|
|
2024
Q2 | $11K | Hold |
73
| – | – | ﹤0.01% | 307 |
|
|
2024
Q1 | $11.4K | Buy |
73
+32
| +78% | +$4.99K | ﹤0.01% | 298 |
|
|
2023
Q4 | $5.95K | Buy |
+41
| New | +$5.95K | ﹤0.01% | 346 |
|