VWM
VCI Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
54,137
+6,422
| +13% | +$1.32M | 3.89% | 6 |
|
|
2025
Q1 | $10.6M | Buy |
47,715
+1,986
| +4% | +$441K | 4.45% | 4 |
|
|
2024
Q4 | $11.5M | Buy |
45,729
+2,394
| +6% | +$600K | 4.86% | 3 |
|
|
2024
Q3 | $10.1M | Buy |
43,335
+18,454
| +74% | +$4.3M | 4.49% | 4 |
|
|
2024
Q2 | $5.24M | Buy |
24,881
+13,217
| +113% | +$2.78M | 2.59% | 11 |
|
|
2024
Q1 | $2M | Buy |
11,664
+125
| +1% | +$21.4K | 1.35% | 21 |
|
|
2023
Q4 | $2.22M | Buy |
+11,539
| New | +$2.22M | 1.35% | 18 |
|