AGC
Aspen Grove Capital’s Vanguard Mid-Cap ETF VO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $550K | Sell |
1,954
-2,200
| -53% | -$619K | 0.09% | 99 |
|
2025
Q1 | $1.08M | Buy |
4,154
+75
| +2% | +$19.4K | 0.21% | 66 |
|
2024
Q4 | $1.08M | Buy |
4,079
+253
| +7% | +$66.9K | 0.23% | 59 |
|
2024
Q3 | $1.01M | Buy |
3,826
+52
| +1% | +$13.7K | 0.22% | 64 |
|
2024
Q2 | $918K | Hold |
3,774
| – | – | 0.22% | 67 |
|
2024
Q1 | $943K | Sell |
3,774
-1
| -0% | -$250 | 0.27% | 64 |
|
2023
Q4 | $871K | Buy |
3,775
+80
| +2% | +$18.5K | 0.27% | 66 |
|
2023
Q3 | $769K | Buy |
3,695
+416
| +13% | +$86.6K | 0.29% | 62 |
|
2023
Q2 | $722K | Buy |
+3,279
| New | +$722K | 0.23% | 85 |
|