Acorn Financial Advisory Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $205K | Sell |
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|
2025
Q2 | $216K | Hold |
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|
2025
Q1 | $215K | Sell |
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|
2024
Q4 | $225K | Hold |
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|
2024
Q3 | $234K | Hold |
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|
2024
Q2 | $225K | Buy |
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|
2024
Q1 | $209K | Hold |
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|
2023
Q4 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Hold |
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|
2021
Q4 | $246K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $248K | Hold |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $255K | Hold |
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|
2020
Q3 | $256K | Sell |
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|
2020
Q2 | $256K | Hold |
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|
2020
Q1 | $246K | Buy |
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