AEPWM
Atlantic Edge Private Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Buy |
90,908
+5,591
| +7% | +$277K | 1.23% | 22 |
|
|
2025
Q1 | $3.86M | Sell |
85,317
-54,992
| -39% | -$2.49M | 1.18% | 21 |
|
|
2024
Q4 | $6.18M | Sell |
140,309
-49,889
| -26% | -$2.2M | 1.91% | 13 |
|
|
2024
Q3 | $9.1M | Buy |
190,198
+18,489
| +11% | +$885K | 2.77% | 11 |
|
|
2024
Q2 | $7.51M | Buy |
171,709
+48,535
| +39% | +$2.12M | 2.51% | 11 |
|
|
2024
Q1 | $5.14M | Buy |
123,174
+16,378
| +15% | +$684K | 1.77% | 14 |
|
|
2023
Q4 | $4.39M | Buy |
+106,796
| New | +$4.39M | 1.78% | 12 |
|