Foster Victor Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,334
Closed -$340K 143
2022
Q2
$340K Buy
+3,334
New +$340K 0.05% 107
2019
Q1
Sell
-1,909
Closed -$203K 91
2018
Q4
$203K Buy
+1,909
New +$203K 0.19% 76