Prosperity Wealth Management’s Simplify Aggregate Bond ETF AGGH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
54,959
+30,589
| +126% | +$631K | 0.42% | 52 |
|
|
2025
Q1 | $515K | Buy |
24,370
+3,526
| +17% | +$74.6K | 0.24% | 95 |
|
|
2024
Q4 | $430K | Sell |
20,844
-20,947
| -50% | -$432K | 0.18% | 113 |
|
|
2024
Q3 | $907K | Buy |
41,791
+155
| +0.4% | +$3.37K | 0.36% | 45 |
|
|
2024
Q2 | $864K | Buy |
41,636
+5,171
| +14% | +$107K | 0.42% | 43 |
|
|
2024
Q1 | $781K | Buy |
36,465
+5,662
| +18% | +$121K | 0.37% | 45 |
|
|
2023
Q4 | $680K | Buy |
30,803
+3,166
| +11% | +$69.9K | 0.44% | 35 |
|
|
2023
Q3 | $589K | Buy |
27,637
+16,980
| +159% | +$362K | 0.38% | 42 |
|
|
2023
Q2 | $240K | Buy |
+10,657
| New | +$240K | 0.16% | 107 |
|