VeraBank’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
Q4 | – | Sell |
-2,345
| Closed | -$221K | – | 142 |
|
2023
Q3 | $221K | Buy |
+2,345
| New | +$221K | 0.08% | 128 |
|
2022
Q3 | – | Sell |
-3,554
| Closed | -$361K | – | 119 |
|
2022
Q2 | $361K | Buy |
3,554
+38
| +1% | +$3.86K | 0.21% | 91 |
|
2022
Q1 | $377K | Hold |
3,516
| – | – | 0.19% | 96 |
|
2021
Q4 | $401K | Sell |
3,516
-2,097
| -37% | -$239K | 0.2% | 93 |
|
2021
Q3 | $645K | Buy |
+5,613
| New | +$645K | 0.37% | 66 |
|