Vantage Point Financial’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Sell
4,662
-866
-16% -$37.8K 0.09% 143
2025
Q1
$240K Buy
5,528
+510
+10% +$22.1K 0.12% 112
2024
Q4
$215K Buy
+5,018
New +$215K 0.12% 115