VitalStone Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $181K | Buy |
1,784
+34
| +2% | +$3.44K | 0.12% | 107 |
|
|
2024
Q2 | $170K | Buy |
1,750
+1,168
| +201% | +$113K | 0.12% | 113 |
|
|
2024
Q1 | $57K | Sell |
582
-14
| -2% | -$1.37K | 0.04% | 163 |
|
|
2023
Q4 | $59K | Sell |
596
-46
| -7% | -$4.55K | 0.05% | 143 |
|
|
2023
Q3 | $60K | Buy |
642
+243
| +61% | +$22.7K | 0.05% | 121 |
|
|
2023
Q2 | $38K | Buy |
+399
| New | +$38K | 0.02% | 401 |
|
|
2023
Q1 | – | Sell |
-288
| Closed | -$26K | – | 374 |
|
|
2022
Q4 | $26K | Buy |
+288
| New | +$26K | 0.02% | 230 |
|