Ownership history in VICUS CAPITAL · 53 quarters on record
This page tracks every 13F SEC filing in which VICUS CAPITAL reported a position in ISHARES AGGREGATE BOND ETF ETF (AGG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 387,971 | -18,425 | -4.5% | 2.91% | $38.8M | $99.25 |
| 2025 Q3 | REDUCED | 406,396 | -16,959 | -4.0% | 3.11% | $40.7M | $98.32 |
| 2025 Q2 | ADDED | 423,355 | +5,586 | +1.3% | 3.49% | $42.0M | $96.33 |
| 2025 Q1 | REDUCED | 417,769 | -2,559 | -0.6% | 3.85% | $41.3M | $95.12 |
| 2024 Q4 | ADDED | 420,328 | +17,519 | +4.3% | 3.62% | $40.7M | $92.59 |
| 2024 Q3 | ADDED | 402,809 | +22,068 | +5.8% | 3.61% | $40.8M | $95.55 |
| 2024 Q2 | REDUCED | 380,741 | -24,257 | -6.0% | 3.34% | $37.0M | $90.74 |
| 2024 Q1 | ADDED | 404,998 | +16,950 | +4.4% | 3.62% | $39.7M | $90.72 |
| 2023 Q4 | REDUCED | 388,048 | -51,341 | -11.7% | 3.90% | $38.5M | $91.39 |
| 2023 Q3 | ADDED | 439,389 | +7,079 | +1.6% | 4.33% | $41.3M | $85.61 |
As of 2025 Q4 — sorted by position size