WFAG
Wescott Financial Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.82M | Sell |
99,032
-1,082
| -1% | -$107K | 0.94% | 21 |
|
|
2025
Q1 | $9.9M | Buy |
100,114
+3,528
| +4% | +$349K | 1.03% | 20 |
|
|
2024
Q4 | $9.36M | Buy |
96,586
+30,046
| +45% | +$2.91M | 0.97% | 22 |
|
|
2024
Q3 | $6.74M | Buy |
66,540
+3,467
| +5% | +$351K | 0.72% | 28 |
|
|
2024
Q2 | $6.12M | Buy |
63,073
+3,237
| +5% | +$314K | 0.71% | 28 |
|
|
2024
Q1 | $5.86M | Sell |
59,836
-1,480
| -2% | -$145K | 0.73% | 28 |
|
|
2023
Q4 | $6.09M | Sell |
61,316
-18,054
| -23% | -$1.79M | 0.85% | 24 |
|
|
2023
Q3 | $7.46M | Buy |
79,370
+4,337
| +6% | +$408K | 1.36% | 15 |
|
|
2023
Q2 | $7.35M | Sell |
75,033
-10,533
| -12% | -$1.03M | 1.3% | 16 |
|
|
2023
Q1 | $8.53M | Sell |
85,566
-301,252
| -78% | -$30M | 1.85% | 13 |
|
|
2022
Q4 | $37.5M | Buy |
386,818
+363,133
| +1,533% | +$35.2M | 8.09% | 1 |
|
|
2022
Q3 | $2.28M | Sell |
23,685
-6,823
| -22% | -$657K | 0.64% | 31 |
|
|
2022
Q2 | $3.1M | Buy |
30,508
+7,393
| +32% | +$752K | 0.84% | 25 |
|
|
2022
Q1 | $2.48M | Buy |
23,115
+2,406
| +12% | +$258K | 0.64% | 31 |
|
|
2021
Q4 | $2.36M | Buy |
20,709
+958
| +5% | +$109K | 1.22% | 10 |
|
|
2021
Q3 | $2.27M | Buy |
19,751
+332
| +2% | +$38.1K | 1.28% | 10 |
|
|
2021
Q2 | $2.26M | Buy |
19,419
+5,348
| +38% | +$623K | 1.33% | 10 |
|
|
2021
Q1 | $1.6M | Buy |
14,071
+2,329
| +20% | +$265K | 1.04% | 12 |
|
|
2020
Q4 | $1.39M | Buy |
+11,742
| New | +$1.39M | 0.97% | 13 |
|