AGC
Aspen Grove Capital’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
17,319
+65
| +0.4% | +$8.28K | 0.37% | 42 |
|
|
2025
Q1 | $2.06M | Buy |
17,254
+72
| +0.4% | +$8.6K | 0.4% | 42 |
|
|
2024
Q4 | $2.03M | Sell |
17,182
-2,018
| -11% | -$238K | 0.43% | 42 |
|
|
2024
Q3 | $2.12M | Buy |
19,200
+87
| +0.5% | +$9.61K | 0.47% | 36 |
|
|
2024
Q2 | $1.92M | Hold |
19,113
| – | – | 0.45% | 39 |
|
|
2024
Q1 | $1.96M | Buy |
19,113
+75
| +0.4% | +$7.68K | 0.55% | 36 |
|
|
2023
Q4 | $1.76M | Buy |
19,038
+148
| +0.8% | +$13.7K | 0.54% | 35 |
|
|
2023
Q3 | $1.53M | Sell |
18,890
-92
| -0.5% | -$7.44K | 0.57% | 38 |
|
|
2023
Q2 | $1.55M | Buy |
18,982
+5
| +0% | +$408 | 0.5% | 39 |
|
|
2023
Q1 | $1.48M | Buy |
18,977
+1,358
| +8% | +$106K | 0.65% | 33 |
|
|
2022
Q4 | $1.46M | Buy |
+17,619
| New | +$1.46M | 0.67% | 37 |
|