AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $912K | Buy |
3,001
+72
| +2% | +$21.9K | 0.25% | 76 |
|
|
2025
Q1 | $805K | Buy |
2,929
+130
| +5% | +$35.7K | 0.25% | 79 |
|
|
2024
Q4 | $811K | Buy |
2,799
+38
| +1% | +$11K | 0.25% | 80 |
|
|
2024
Q3 | $782K | Buy |
2,761
+209
| +8% | +$59.2K | 0.24% | 82 |
|
|
2024
Q2 | $683K | Buy |
2,552
+148
| +6% | +$39.6K | 0.23% | 82 |
|
|
2024
Q1 | $625K | Buy |
2,404
+321
| +15% | +$83.4K | 0.21% | 84 |
|
|
2023
Q4 | $494K | Buy |
+2,083
| New | +$494K | 0.2% | 89 |
|