Darwin Wealth Management’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 | $49.7K | Buy |
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|
2025
Q2 | $17.7K | Sell |
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|
2025
Q1 | $47.8K | Hold |
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|
2024
Q4 | $47.8K | Sell |
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|
2024
Q3 | $104K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $212K | Sell |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $579K | Sell |
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|
2021
Q4 | $778K | Sell |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.33M | Sell |
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|
2020
Q4 | $2.31M | Sell |
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|
2020
Q3 | $3.08M | Sell |
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|
2020
Q2 | $11.5M | Buy |
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|
2020
Q1 | $4.99M | Buy |
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|
2019
Q4 | $4.61M | Buy |
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|
2019
Q3 | $4.2M | Buy |
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|
2019
Q2 | $3.58M | Buy |
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|
2019
Q1 | $3.09M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.2M | Buy |
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|
2018
Q2 | $1.32M | Buy |
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|
2018
Q1 | $456K | Buy |
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|
2017
Q4 | $237K | Buy |
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