AGC
Aspen Grove Capital’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
21,604
+5,023
| +30% | +$2.86M | 2.09% | 13 |
|
|
2025
Q1 | $8.52M | Buy |
16,581
+1,667
| +11% | +$857K | 1.64% | 12 |
|
|
2024
Q4 | $8.04M | Buy |
14,914
+7,576
| +103% | +$4.08M | 1.7% | 12 |
|
|
2024
Q3 | $3.88M | Buy |
7,338
+840
| +13% | +$445K | 0.86% | 21 |
|
|
2024
Q2 | $3.26M | Sell |
6,498
-57
| -0.9% | -$28.6K | 0.77% | 24 |
|
|
2024
Q1 | $3.15M | Hold |
6,555
| – | – | 0.89% | 21 |
|
|
2023
Q4 | $2.86M | Buy |
6,555
+607
| +10% | +$265K | 0.87% | 22 |
|
|
2023
Q3 | $2.34M | Hold |
5,948
| – | – | 0.87% | 25 |
|
|
2023
Q2 | $2.43M | Buy |
5,948
+11
| +0.2% | +$4.5K | 0.79% | 27 |
|
|
2023
Q1 | $2.23M | Hold |
5,937
| – | – | 0.98% | 25 |
|
|
2022
Q4 | $2.09M | Buy |
+5,937
| New | +$2.09M | 0.97% | 23 |
|