AGC
Aspen Grove Capital’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Sell |
7,860
-450
| -5% | -$198K | 0.59% | 27 |
|
|
2025
Q1 | $3.08M | Sell |
8,310
-320
| -4% | -$119K | 0.59% | 28 |
|
|
2024
Q4 | $3.54M | Buy |
8,630
+615
| +8% | +$253K | 0.75% | 25 |
|
|
2024
Q3 | $3.08M | Sell |
8,015
-53
| -0.7% | -$20.4K | 0.68% | 27 |
|
|
2024
Q2 | $3.02M | Hold |
8,068
| – | – | 0.71% | 26 |
|
|
2024
Q1 | $2.78M | Buy |
8,068
+49
| +0.6% | +$16.9K | 0.79% | 24 |
|
|
2023
Q4 | $2.47M | Buy |
8,019
+494
| +7% | +$152K | 0.75% | 29 |
|
|
2023
Q3 | $2.05M | Buy |
7,525
+976
| +15% | +$266K | 0.76% | 30 |
|
|
2023
Q2 | $1.85M | Buy |
+6,549
| New | +$1.85M | 0.6% | 33 |
|