AEPWM
Atlantic Edge Private Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
3,567
+3,340
| +1,471% | +$1.46M | 0.43% | 55 |
|
|
2025
Q1 | $84.2K | Sell |
227
-4,100
| -95% | -$1.52M | 0.03% | 171 |
|
|
2024
Q4 | $1.78M | Buy |
4,327
+1,895
| +78% | +$778K | 0.55% | 50 |
|
|
2024
Q3 | $934K | Sell |
2,432
-1,060
| -30% | -$407K | 0.28% | 76 |
|
|
2024
Q2 | $1.31M | Buy |
3,492
+752
| +27% | +$281K | 0.44% | 59 |
|
|
2024
Q1 | $943K | Sell |
2,740
-817
| -23% | -$281K | 0.32% | 71 |
|
|
2023
Q4 | $1.11M | Buy |
+3,557
| New | +$1.11M | 0.45% | 61 |
|