Vahanian & Associates Financial Planning’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
2023
Q2
Sell
-2,150
Closed -$214K 53
2023
Q1
$214K Hold
2,150
0.59% 62
2022
Q4
$209K Hold
2,150
0.68% 51
2022
Q3
$207K Buy
+2,150
New +$207K 0.71% 46