APW
Atlantic Private Wealth’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $79.2K | Sell |
334
-226
| -40% | -$53.6K | 0.05% | 82 |
|
2025
Q1 | $124K | Buy |
560
+507
| +957% | +$112K | 0.09% | 71 |
|
2024
Q4 | $12.7K | Hold |
53
| – | – | 0.01% | 156 |
|
2024
Q3 | $12.6K | Hold |
53
| – | – | 0.01% | 148 |
|
2024
Q2 | $11.6K | Hold |
53
| – | – | 0.01% | 80 |
|
2024
Q1 | $12.1K | Hold |
53
| – | – | 0.01% | 84 |
|
2023
Q4 | $11.3K | Hold |
53
| – | – | 0.01% | 82 |
|
2023
Q3 | $10K | Hold |
53
| – | – | 0.01% | 81 |
|
2023
Q2 | $10.5K | Hold |
53
| – | – | 0.01% | 78 |
|
2023
Q1 | $10K | Buy |
+53
| New | +$10K | 0.01% | 76 |
|