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Oliver Lagore Vanvalin Investment Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-414
Closed -$18.2K – 734
2023
Q4 		$18.2K Sell
414
-713
-63% -$30.1K 0.01% 328
2023
Q3 		$46.8K Sell
1,127
-831
-42% -$35.3K 0.02% 245
2023
Q2 		$84.4K Buy
+1,958
New +$85.1K 0.03% 189

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's AGGY Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2024, closing a stake of 414 shares — an estimated $18.2K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in AGGY in Q2 2023 and held it in 3 quarters. The position peaked at $84.4K in Q2 2023. 156 funds tracked by Wall St. Rank hold AGGY as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 414 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2024, an estimated $18.2K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2023 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $84.4K in Q2 2023.
  • 156 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.