Betterment LLC’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
34,061
+559
| +2% | +$24.4K | ﹤0.01% | 237 |
|
|
2025
Q1 | $1.46M | Buy |
33,502
+701
| +2% | +$30.4K | ﹤0.01% | 231 |
|
|
2024
Q4 | $1.41M | Buy |
32,801
+8,338
| +34% | +$358K | ﹤0.01% | 229 |
|
|
2024
Q3 | $1.09M | Buy |
24,463
+2,723
| +13% | +$122K | ﹤0.01% | 225 |
|
|
2024
Q2 | $934K | Buy |
21,740
+1,768
| +9% | +$76K | ﹤0.01% | 226 |
|
|
2024
Q1 | $867K | Buy |
19,972
+1,162
| +6% | +$50.4K | ﹤0.01% | 213 |
|
|
2023
Q4 | $828K | Buy |
18,810
+788
| +4% | +$34.7K | ﹤0.01% | 196 |
|
|
2023
Q3 | $748K | Buy |
18,022
+176
| +1% | +$7.31K | ﹤0.01% | 184 |
|
|
2023
Q2 | $769K | Sell |
17,846
-2,186
| -11% | -$94.2K | ﹤0.01% | 171 |
|
|
2023
Q1 | $875K | Buy |
20,032
+1,080
| +6% | +$47.2K | ﹤0.01% | 161 |
|
|
2022
Q4 | $808K | Buy |
18,952
+918
| +5% | +$39.1K | ﹤0.01% | 161 |
|
|
2022
Q3 | $806K | Hold |
18,034
| – | – | ﹤0.01% | 158 |
|
|
2022
Q2 | $806K | Buy |
18,034
+2,557
| +17% | +$114K | ﹤0.01% | 158 |
|
|
2022
Q1 | $741K | Buy |
15,477
+6,080
| +65% | +$291K | ﹤0.01% | 154 |
|
|
2021
Q4 | $486K | Buy |
+9,397
| New | +$486K | ﹤0.01% | 162 |
|