MLA
My Legacy Advisors’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 | $823K | Sell |
18,948
-1,741
| -8% | -$75.6K | 0.29% | 96 |
|
|
2025
Q1 | $899K | Sell |
20,689
-94
| -0.5% | -$4.08K | 0.35% | 82 |
|
|
2024
Q4 | $888K | Sell |
20,783
-450
| -2% | -$19.2K | 0.34% | 80 |
|
|
2024
Q3 | $949K | Sell |
21,233
-33,073
| -61% | -$1.48M | 0.37% | 76 |
|
|
2024
Q2 | $2.33M | Sell |
54,306
-12,095
| -18% | -$520K | 0.75% | 31 |
|
|
2024
Q1 | $2.88M | Sell |
66,401
-7,605
| -10% | -$330K | 0.97% | 23 |
|
|
2023
Q4 | $3.24M | Buy |
74,006
+1,574
| +2% | +$69K | 1.17% | 17 |
|
|
2023
Q3 | $2.95M | Buy |
72,432
+5,604
| +8% | +$228K | 1.2% | 15 |
|
|
2023
Q2 | $2.9M | Buy |
66,828
+5,995
| +10% | +$260K | 1.14% | 14 |
|
|
2023
Q1 | $2.67M | Buy |
60,833
+4,398
| +8% | +$193K | 1.14% | 15 |
|
|
2022
Q4 | $2.49M | Sell |
56,435
-2,259
| -4% | -$99.6K | 1.06% | 16 |
|
|
2022
Q3 | $2.44M | Buy |
58,694
+5,567
| +10% | +$231K | 1.23% | 14 |
|
|
2022
Q2 | $2.39M | Buy |
53,127
+34,181
| +180% | +$1.53M | 1.19% | 15 |
|
|
2022
Q1 | $907K | Buy |
+18,946
| New | +$907K | 0.42% | 76 |
|