Vantage Financial Partners (Wisconsin)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.4M | Sell |
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|
2025
Q2 | $15.7M | Sell |
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|
2025
Q1 | $21.6M | Sell |
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|
2024
Q4 | $32.7M | Sell |
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|
2024
Q3 | $44.2M | Buy |
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|
2024
Q2 | $35.7M | Buy |
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|
2024
Q1 | $33.8M | Buy |
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|
2023
Q4 | $33.3M | Buy |
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|
2023
Q3 | $28.9M | Buy |
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|
2023
Q2 | $29.1M | Buy |
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|
2023
Q1 | $27.4M | Buy |
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|
2022
Q4 | $24.7M | Buy |
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|
2022
Q3 | $19.9M | Buy |
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