Vericrest Private Wealth AGG Holdings History
Vericrest Private Wealth's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2022-06-30, Vericrest Private Wealth held 89,477.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $9.10 Mil. This investment constitutes 11.16% of their stock portfolio, and Vericrest Private Wealth now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q4. In addition, there have been 2 sales at an average price of $105.52 for 26,969.00 shares. Based on historical transaction data and AGG's current price of $98.14, Vericrest Private Wealth's estimated gain on his AGG holdings is $-1.64 Mil, reflecting a -12.39% gain to date.
Vericrest Private Wealth AGG ($98.14) Holding Chart
Vericrest Private Wealth AGG ($98.14) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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