AEPWM
Atlantic Edge Private Wealth Management’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
77,006
+8,855
| +13% | +$347K | 0.83% | 32 |
|
|
2025
Q1 | $2.39M | Sell |
68,151
-400
| -0.6% | -$14K | 0.73% | 36 |
|
|
2024
Q4 | $2.51M | Buy |
68,551
+35
| +0.1% | +$1.28K | 0.78% | 32 |
|
|
2024
Q3 | $2.47M | Buy |
68,516
+10,615
| +18% | +$382K | 0.75% | 34 |
|
|
2024
Q2 | $1.98M | Buy |
57,901
+35,471
| +158% | +$1.21M | 0.66% | 37 |
|
|
2024
Q1 | $731K | Buy |
+22,430
| New | +$731K | 0.25% | 80 |
|