VFPW
Vantage Financial Partners (Wisconsin)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Sell |
157,959
-60,710
| -28% | -$6.02M | 3.62% | 7 |
|
|
2025
Q1 | $21.6M | Sell |
218,669
-119,161
| -35% | -$11.8M | 5.38% | 4 |
|
|
2024
Q4 | $32.7M | Sell |
337,830
-98,178
| -23% | -$9.51M | 8.19% | 2 |
|
|
2024
Q3 | $44.2M | Buy |
436,008
+68,302
| +19% | +$6.92M | 10.95% | 2 |
|
|
2024
Q2 | $35.7M | Buy |
367,706
+22,904
| +7% | +$2.22M | 9.27% | 2 |
|
|
2024
Q1 | $33.8M | Buy |
344,802
+9,482
| +3% | +$929K | 9.09% | 2 |
|
|
2023
Q4 | $33.3M | Buy |
335,320
+28,241
| +9% | +$2.8M | 9.77% | 2 |
|
|
2023
Q3 | $28.9M | Buy |
307,079
+10,146
| +3% | +$954K | 11.35% | 2 |
|
|
2023
Q2 | $29.1M | Buy |
296,933
+21,984
| +8% | +$2.15M | 10.87% | 2 |
|
|
2023
Q1 | $27.4M | Buy |
274,949
+20,615
| +8% | +$2.05M | 10.89% | 2 |
|
|
2022
Q4 | $24.7M | Buy |
254,334
+47,700
| +23% | +$4.63M | 14.69% | 2 |
|
|
2022
Q3 | $19.9M | Buy |
+206,634
| New | +$19.9M | 13.41% | 2 |
|