Vestia Personal Wealth 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	$215K	Buy	2,167 +107	+5%	+$10.6K	0.15%	93
2025 Q1	$204K	Sell	2,060 -433	-17%	-$42.8K	0.16%	89
2024 Q4	$242K	Buy	2,493 +121	+5%	+$11.7K	0.2%	80
2024 Q3	$240K	Buy	2,372 +160	+7%	+$16.2K	0.23%	68
2024 Q2	$215K	Buy	+2,212	New	+$215K	0.23%	67