AGP
Autumn Glory Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.23M | Buy |
10,642
+723
| +7% | +$220K | 1.51% | 14 |
|
2025
Q1 | $2.73M | Buy |
9,919
+5,113
| +106% | +$1.41M | 1.35% | 16 |
|
2024
Q4 | $1.39M | Buy |
4,806
+586
| +14% | +$170K | 0.68% | 43 |
|
2024
Q3 | $1.19M | Sell |
4,220
-16
| -0.4% | -$4.53K | 0.46% | 65 |
|
2024
Q2 | $1.13M | Buy |
4,236
+513
| +14% | +$137K | 0.58% | 56 |
|
2024
Q1 | $968K | Buy |
3,723
+28
| +0.8% | +$7.28K | 0.47% | 62 |
|
2023
Q4 | $872K | Buy |
3,695
+210
| +6% | +$49.6K | 0.5% | 59 |
|
2023
Q3 | $740K | Buy |
3,485
+1,501
| +76% | +$319K | 0.45% | 66 |
|
2023
Q2 | $437K | Sell |
1,984
-1,365
| -41% | -$301K | 0.32% | 80 |
|
2023
Q1 | $684K | Buy |
3,349
+52
| +2% | +$10.6K | 0.58% | 51 |
|
2022
Q4 | $630K | Sell |
3,297
-25,834
| -89% | -$4.94M | 0.34% | 89 |
|
2022
Q3 | $5.23M | Hold |
29,131
| – | – | 3.52% | 1 |
|
2022
Q2 | $5.5M | Buy |
29,131
+7,007
| +32% | +$1.32M | 4.06% | 1 |
|
2022
Q1 | $5.04M | Buy |
22,124
+168
| +0.8% | +$38.2K | 2.92% | 3 |
|
2021
Q4 | $5.3M | Buy |
+21,956
| New | +$5.3M | 2.21% | 6 |
|