Congress Wealth Management’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
2022 Q2	–	Sell	-8,568	Closed	-$410K	–	552
2022 Q1	$410K	Sell	8,568 -994	-10%	-$47.6K	0.01%	469
2021 Q4	$494K	Buy	+9,562	New	+$494K	0.01%	463