GPS Wealth Strategies Group’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
Q2 | $317K | Sell |
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2025
Q1 | $326K | Sell |
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2024
Q4 | $405K | Sell |
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2024
Q3 | $442K | Sell |
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|
2024
Q2 | $503K | Sell |
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|
2024
Q1 | $570K | Sell |
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|
2023
Q4 | $700K | Sell |
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|
2023
Q3 | $683K | Sell |
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|
2023
Q2 | $766K | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $2.01M | Buy |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $1.19M | Buy |
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