AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Sell |
607
-46
| -7% | -$8.13K | 0.03% | 161 |
|
|
2025
Q1 | $113K | Hold |
653
| – | – | 0.03% | 155 |
|
|
2024
Q4 | $111K | Hold |
653
| – | – | 0.03% | 160 |
|
|
2024
Q3 | $114K | Hold |
653
| – | – | 0.03% | 157 |
|
|
2024
Q2 | $105K | Buy |
653
+322
| +97% | +$51.7K | 0.04% | 156 |
|
|
2024
Q1 | $53.9K | Buy |
331
+163
| +97% | +$26.5K | 0.02% | 188 |
|
|
2023
Q4 | $25.1K | Buy |
+168
| New | +$25.1K | 0.01% | 222 |
|