Oliver Lagore Vanvalin Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.01K | Hold |
93
| – | – | ﹤0.01% | 456 |
|
|
2024
Q3 | $9.42K | Sell |
93
-162
| -64% | -$16.4K | ﹤0.01% | 434 |
|
|
2024
Q2 | $24.8K | Buy |
255
+158
| +163% | +$15.3K | 0.01% | 314 |
|
|
2024
Q1 | $9.5K | Buy |
97
+26
| +37% | +$2.55K | ﹤0.01% | 416 |
|
|
2023
Q4 | $7.05K | Sell |
71
-416
| -85% | -$41.3K | ﹤0.01% | 466 |
|
|
2023
Q3 | $45.8K | Sell |
487
-1,001
| -67% | -$94.1K | 0.02% | 248 |
|
|
2023
Q2 | $146K | Buy |
1,488
+1,459
| +5,031% | +$143K | 0.05% | 148 |
|
|
2023
Q1 | $2.89K | Buy |
+29
| New | +$2.89K | ﹤0.01% | 549 |
|
|
2022
Q4 | – | Sell |
-218
| Closed | -$21K | – | 668 |
|
|
2022
Q3 | $21K | Buy |
218
+2
| +0.9% | +$193 | 0.01% | 246 |
|
|
2022
Q2 | $22K | Buy |
216
+1
| +0.5% | +$102 | 0.01% | 244 |
|
|
2022
Q1 | $23K | Buy |
+215
| New | +$23K | 0.02% | 240 |
|