GFG
Goldstone Financial Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Sell |
21,265
-31,109
| -59% | -$1.35M | 0.12% | 103 |
|
|
2025
Q1 | $2.27M | Buy |
52,374
+1,179
| +2% | +$51.2K | 0.34% | 61 |
|
|
2024
Q4 | $2.2M | Buy |
51,195
+7,305
| +17% | +$314K | 0.34% | 58 |
|
|
2024
Q3 | $1.96M | Buy |
43,890
+7,030
| +19% | +$314K | 0.34% | 56 |
|
|
2024
Q2 | $1.58M | Buy |
36,860
+8,086
| +28% | +$347K | 0.32% | 55 |
|
|
2024
Q1 | $1.25M | Buy |
28,774
+5,071
| +21% | +$220K | 0.29% | 65 |
|
|
2023
Q4 | $1.04M | Buy |
23,703
+6,479
| +38% | +$285K | 0.27% | 68 |
|
|
2023
Q3 | $715K | Buy |
17,224
+4,220
| +32% | +$175K | 0.21% | 89 |
|
|
2023
Q2 | $560K | Buy |
13,004
+2,566
| +25% | +$111K | 0.16% | 91 |
|
|
2023
Q1 | $456K | Buy |
+10,438
| New | +$456K | 0.15% | 89 |
|