AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13K | Hold |
125
| – | – | ﹤0.01% | 405 |
|
|
2025
Q1 | $6.2K | Hold |
125
| – | – | ﹤0.01% | 387 |
|
|
2024
Q4 | $6.27K | Hold |
125
| – | – | ﹤0.01% | 372 |
|
|
2024
Q3 | $6.39K | Sell |
125
-200
| -62% | -$10.2K | ﹤0.01% | 373 |
|
|
2024
Q2 | $16.3K | Sell |
325
-150
| -32% | -$7.52K | 0.01% | 272 |
|
|
2024
Q1 | $24K | Hold |
475
| – | – | 0.01% | 238 |
|
|
2023
Q4 | $24.2K | Buy |
+475
| New | +$24.2K | 0.01% | 225 |
|