Vernal Point Advisors’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 | $8.96M | Sell |
90,275
-10,648
| -11% | -$1.06M | 5.22% | 5 |
|
|
2025
Q1 | $9.98M | Buy |
100,923
+20,426
| +25% | +$2.02M | 6.61% | 4 |
|
|
2024
Q4 | $7.8M | Buy |
80,497
+10,334
| +15% | +$1M | 5.36% | 5 |
|
|
2024
Q3 | $7.11M | Sell |
70,163
-100
| -0.1% | -$10.1K | 5.5% | 5 |
|
|
2024
Q2 | $6.82M | Hold |
70,263
| – | – | 4.85% | 5 |
|
|
2024
Q1 | $6.88M | Buy |
70,263
+5,577
| +9% | +$546K | 5.88% | 5 |
|
|
2023
Q4 | $6.42M | Buy |
+64,686
| New | +$6.42M | 6.67% | 5 |
|