VWM
Vigilare Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.04M | Sell |
34,328
-218
| -0.6% | -$44.7K | 2.64% | 11 |
|
|
2025
Q1 | $7.67M | Buy |
34,546
+278
| +0.8% | +$61.8K | 3.06% | 7 |
|
|
2024
Q4 | $8.58M | Sell |
34,268
-3,172
| -8% | -$794K | 3.48% | 5 |
|
|
2024
Q3 | $8.72M | Sell |
37,440
-551
| -1% | -$128K | 3.53% | 6 |
|
|
2024
Q2 | $8M | Sell |
37,991
-491
| -1% | -$103K | 3.54% | 7 |
|
|
2024
Q1 | $6.6M | Sell |
38,482
-4,034
| -9% | -$692K | 3.25% | 6 |
|
|
2023
Q4 | $8.19M | Sell |
42,516
-188
| -0.4% | -$36.2K | 4.21% | 5 |
|
|
2023
Q3 | $7.31M | Sell |
42,704
-2,664
| -6% | -$456K | 4.66% | 5 |
|
|
2023
Q2 | $8.8M | Sell |
45,368
-1,634
| -3% | -$317K | 5.08% | 4 |
|
|
2023
Q1 | $7.75M | Sell |
47,002
-3,122
| -6% | -$515K | 4.38% | 4 |
|
|
2022
Q4 | $6.51M | Sell |
50,124
-594
| -1% | -$77.2K | 3.8% | 6 |
|
|
2022
Q3 | $7.01M | Sell |
50,718
-612
| -1% | -$84.6K | 9.07% | 1 |
|
|
2022
Q2 | $7.02M | Sell |
51,330
-945
| -2% | -$129K | 7.62% | 2 |
|
|
2022
Q1 | $9.13M | Sell |
52,275
-2,691
| -5% | -$470K | 7.49% | 2 |
|
|
2021
Q4 | $9.76M | Sell |
54,966
-94
| -0.2% | -$16.7K | 5.77% | 2 |
|
|
2021
Q3 | $7.79M | Buy |
55,060
+1,448
| +3% | +$205K | 4.82% | 2 |
|
|
2021
Q2 | $7.34M | Buy |
53,612
+3,434
| +7% | +$470K | 4.46% | 2 |
|
|
2021
Q1 | $6.13M | Buy |
50,178
+1,778
| +4% | +$217K | 4.35% | 2 |
|
|
2020
Q4 | $6.42M | Buy |
48,400
+2,374
| +5% | +$315K | 6.08% | 2 |
|
|
2020
Q3 | $5.33M | Buy |
46,026
+32,375
| +237% | +$3.75M | 5.55% | 2 |
|
|
2020
Q2 | $4.98M | Buy |
13,651
+224
| +2% | +$81.7K | 5.05% | 2 |
|
|
2020
Q1 | $3.41M | Buy |
13,427
+1,647
| +14% | +$419K | 4.09% | 2 |
|
|
2019
Q4 | $3.64M | Buy |
+11,780
| New | +$3.64M | 2.42% | 6 |
|