V2 Financial 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
2025
Q2
$1.11M Sell
11,223
-267
-2% -$26.5K 0.67% 21
2025
Q1
$1.14M Sell
11,490
-23
-0.2% -$2.28K 0.73% 20
2024
Q4
$1.12M Sell
11,513
-270
-2% -$26.2K 0.68% 22
2024
Q3
$1.19M Sell
11,783
-12
-0.1% -$1.22K 0.77% 19
2024
Q2
$1.16M Sell
11,795
-403
-3% -$39.7K 0.78% 19
2024
Q1
$1.19M Sell
12,198
-360
-3% -$35.3K 0.82% 17
2023
Q4
$1.25M Buy
12,558
+1,650
+15% +$164K 0.87% 17
2023
Q3
$1.03M Sell
10,908
-5
-0% -$470 0.77% 18
2023
Q2
$1.07M Sell
10,913
-10
-0.1% -$979 0.77% 17
2023
Q1
$1.09M Sell
10,923
-607
-5% -$60.5K 0.79% 18
2022
Q4
$1.12M Buy
11,530
+6,805
+144% +$660K 0.89% 17
2022
Q3
$455K Buy
4,725
+2,231
+89% +$215K 0.4% 35
2022
Q2
$254K Buy
+2,494
New +$254K 0.2% 51