Veritable, L.P. AGG Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-101,158.96
% of Total Estimate Gain
-4.88%

Veritable, L.P.'s iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2023-09-30, Veritable, L.P. held - shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Veritable, L.P. now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2012Q4. And since then Veritable, L.P. has made 6 purchases of AGG, at an average price of $111.69, for a total of 18,555.00 shares. In addition, there have been 7 sales at an average price of $106.24 for 18,555.00 shares. Based on historical transaction data and AGG's current price of $98.47, Veritable, L.P.'s estimated gain on his AGG holdings is $-101,158.96, reflecting a -4.88% gain to date.

Veritable, L.P. AGG ($98.47) Holding Chart

Veritable, L.P. AGG ($98.47) 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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