AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Hold |
2,210
| – | – | 0.1% | 98 |
|
|
2025
Q1 | $328K | Hold |
2,210
| – | – | 0.1% | 102 |
|
|
2024
Q4 | $342K | Hold |
2,210
| – | – | 0.11% | 105 |
|
|
2024
Q3 | $321K | Hold |
2,210
| – | – | 0.1% | 110 |
|
|
2024
Q2 | $305K | Sell |
2,210
-70
| -3% | -$9.67K | 0.1% | 106 |
|
|
2024
Q1 | $299K | Sell |
2,280
-150
| -6% | -$19.7K | 0.1% | 107 |
|
|
2023
Q4 | $286K | Buy |
+2,430
| New | +$286K | 0.12% | 105 |
|