Vermillion & White Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Buy |
1,624
+28
| +2% | +$2.78K | 0.1% | 66 |
|
|
2025
Q1 | $158K | Buy |
1,596
+1,479
| +1,264% | +$146K | 0.11% | 59 |
|
|
2024
Q4 | $11.3K | Hold |
117
| – | – | 0.01% | 230 |
|
|
2024
Q3 | $11.8K | Hold |
117
| – | – | 0.01% | 218 |
|
|
2024
Q2 | $11.4K | Hold |
117
| – | – | 0.01% | 223 |
|
|
2024
Q1 | $11.5K | Sell |
117
-37
| -24% | -$3.62K | 0.01% | 212 |
|
|
2023
Q4 | $15.3K | Buy |
+154
| New | +$15.3K | 0.01% | 154 |
|