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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-414	Closed	-$18.2K	–	728
2023 Q4	$18.2K	Sell	414 -713	-63%	-$31.4K	0.01%	327
2023 Q3	$46.8K	Sell	1,127 -831	-42%	-$34.5K	0.02%	245
2023 Q2	$84.4K	Buy	+1,958	New	+$84.4K	0.03%	187