AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53K | Hold |
300
| – | – | 0.01% | 209 |
|
|
2025
Q1 | $51.2K | Sell |
300
-150
| -33% | -$25.6K | 0.02% | 202 |
|
|
2024
Q4 | $73.5K | Hold |
450
| – | – | 0.02% | 176 |
|
|
2024
Q3 | $78.3K | Hold |
450
| – | – | 0.02% | 175 |
|
|
2024
Q2 | $66.6K | Hold |
450
| – | – | 0.02% | 174 |
|
|
2024
Q1 | $64.2K | Hold |
450
| – | – | 0.02% | 175 |
|
|
2023
Q4 | $61.7K | Buy |
+450
| New | +$61.7K | 0.03% | 173 |
|