AEPWM
Atlantic Edge Private Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
2,416
+687
| +40% | +$390K | 0.38% | 61 |
|
|
2025
Q1 | $889K | Sell |
1,729
-1,578
| -48% | -$811K | 0.27% | 74 |
|
|
2024
Q4 | $1.78M | Buy |
3,307
+1,110
| +51% | +$598K | 0.55% | 49 |
|
|
2024
Q3 | $1.16M | Sell |
2,197
-1,217
| -36% | -$642K | 0.35% | 66 |
|
|
2024
Q2 | $1.71M | Buy |
3,414
+375
| +12% | +$188K | 0.57% | 46 |
|
|
2024
Q1 | $1.46M | Buy |
3,039
+460
| +18% | +$221K | 0.5% | 52 |
|
|
2023
Q4 | $1.13M | Buy |
+2,579
| New | +$1.13M | 0.46% | 60 |
|