Vantage Financial Partners (Illinois)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $451K | Buy |
4,650
+3
| +0.1% | +$291 | 0.11% | 80 |
|
|
2024
Q1 | $455K | Sell |
4,647
-28
| -0.6% | -$2.74K | 0.12% | 78 |
|
|
2023
Q4 | $464K | Buy |
+4,675
| New | +$464K | 0.14% | 74 |
|
|
2023
Q3 | – | Sell |
-8,607
| Closed | -$843K | – | 91 |
|
|
2023
Q2 | $843K | Buy |
8,607
+20
| +0.2% | +$1.96K | 0.47% | 41 |
|
|
2023
Q1 | $856K | Sell |
8,587
-75
| -0.9% | -$7.47K | 0.51% | 43 |
|
|
2022
Q4 | $840K | Sell |
8,662
-1
| -0% | -$97 | 0.48% | 48 |
|
|
2022
Q3 | $835K | Buy |
8,663
+12
| +0.1% | +$1.16K | 0.54% | 41 |
|
|
2022
Q2 | $880K | Buy |
+8,651
| New | +$880K | 0.52% | 42 |
|