Betterment LLC’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 | $1.54M | Buy |
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2025
Q2 | $1.49M | Buy |
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2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $934K | Buy |
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|
2024
Q1 | $867K | Buy |
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|
2023
Q4 | $828K | Buy |
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|
2023
Q3 | $748K | Buy |
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|
2023
Q2 | $769K | Sell |
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|
2023
Q1 | $875K | Buy |
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|
2022
Q4 | $808K | Buy |
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|
2022
Q3 | $806K | Hold |
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|
2022
Q2 | $806K | Buy |
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|
2022
Q1 | $741K | Buy |
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|
2021
Q4 | $486K | Buy |
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