AGC
Aspen Grove Capital’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $638K | Sell |
2,681
-501
| -16% | -$119K | 0.11% | 89 |
|
2025
Q1 | $706K | Buy |
3,182
+41
| +1% | +$9.1K | 0.14% | 90 |
|
2024
Q4 | $755K | Buy |
3,141
+219
| +7% | +$52.7K | 0.16% | 81 |
|
2024
Q3 | $695K | Buy |
2,922
+51
| +2% | +$12.1K | 0.15% | 79 |
|
2024
Q2 | $629K | Hold |
2,871
| – | – | 0.15% | 82 |
|
2024
Q1 | $657K | Buy |
2,871
+184
| +7% | +$42.1K | 0.19% | 77 |
|
2023
Q4 | $568K | Buy |
2,687
+162
| +6% | +$34.2K | 0.17% | 83 |
|
2023
Q3 | $477K | Buy |
2,525
+556
| +28% | +$105K | 0.18% | 88 |
|
2023
Q2 | $392K | Buy |
+1,969
| New | +$392K | 0.13% | 120 |
|