Larson Financial 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 | $445K | Buy |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $440K | Sell |
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|
2024
Q3 | $482K | Sell |
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|
2024
Q2 | $471K | Buy |
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|
2024
Q1 | $658 | Hold |
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|
2023
Q4 | $660 | Hold |
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|
2023
Q3 | $623 | Hold |
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|
2023
Q2 | $646 | Hold |
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|
2023
Q1 | $655 | Hold |
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|
2022
Q4 | $640 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Buy |
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