Wall Capital Group, Inc. AGG Holdings History
Wall Capital Group, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2023-12-31, Wall Capital Group, Inc. held 47,068.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $4.67 Mil. This investment constitutes 5.29% of their stock portfolio, and Wall Capital Group, Inc. now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then Wall Capital Group, Inc. has made 9 purchases of AGG, at an average price of $100.61, for a total of 315,628.00 shares. In addition, there have been 10 sales at an average price of $100.21 for 268,560.00 shares. Based on historical transaction data and AGG's current price of $98.57, Wall Capital Group, Inc.'s estimated gain on his AGG holdings is $-203,707.25, reflecting a -0.64% gain to date.
Wall Capital Group, Inc. AGG ($98.57) Holding Chart
Wall Capital Group, Inc. AGG ($98.57) 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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