AGC
Aspen Grove Capital’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Hold |
7,320
| – | – | 0.17% | 74 |
|
|
2025
Q1 | $944K | Buy |
7,320
+70
| +1% | +$9.03K | 0.18% | 72 |
|
|
2024
Q4 | $925K | Hold |
7,250
| – | – | 0.2% | 66 |
|
|
2024
Q3 | $929K | Hold |
7,250
| – | – | 0.21% | 69 |
|
|
2024
Q2 | $860K | Hold |
7,250
| – | – | 0.2% | 68 |
|
|
2024
Q1 | $877K | Hold |
7,250
| – | – | 0.25% | 66 |
|
|
2023
Q4 | $809K | Buy |
7,250
+250
| +4% | +$27.9K | 0.25% | 70 |
|
|
2023
Q3 | $723K | Buy |
+7,000
| New | +$723K | 0.27% | 67 |
|