Divergent Planning’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
4,937
+206
| +4% | +$17.2K | 0.12% | 24 |
|
|
2025
Q1 | $364K | Buy |
4,731
+2
| +0% | +$154 | 0.12% | 21 |
|
|
2024
Q4 | $358K | Buy |
4,729
+32
| +0.7% | +$2.42K | 0.12% | 21 |
|
|
2024
Q3 | $368K | Buy |
4,697
+804
| +21% | +$63K | 0.14% | 22 |
|
|
2024
Q2 | $292K | Sell |
3,893
-116
| -3% | -$8.71K | 0.12% | 25 |
|
|
2024
Q1 | $293K | Buy |
4,009
+17
| +0.4% | +$1.24K | 0.12% | 20 |
|
|
2023
Q4 | $274K | Sell |
3,992
-14
| -0.3% | -$960 | 0.13% | 22 |
|
|
2023
Q3 | $254K | Sell |
4,006
-260
| -6% | -$16.5K | 0.14% | 19 |
|
|
2023
Q2 | $283K | Sell |
4,266
-1,124
| -21% | -$74.6K | 0.15% | 21 |
|
|
2023
Q1 | $343K | Sell |
5,390
-564
| -9% | -$35.9K | 0.19% | 15 |
|
|
2022
Q4 | $356K | Sell |
5,954
-848
| -12% | -$50.7K | 0.22% | 13 |
|
|
2022
Q3 | $377K | Sell |
6,802
-35
| -0.5% | -$1.94K | 0.28% | 16 |
|
|
2022
Q2 | $409K | Sell |
6,837
-106
| -2% | -$6.34K | 0.29% | 12 |
|
|
2022
Q1 | $481K | Sell |
6,943
-519
| -7% | -$36K | 0.31% | 12 |
|
|
2021
Q4 | $546K | Sell |
7,462
-1,572
| -17% | -$115K | 0.4% | 9 |
|
|
2021
Q3 | $631K | Sell |
9,034
-100
| -1% | -$6.99K | 0.51% | 9 |
|
|
2021
Q2 | $641K | Buy |
9,134
+79
| +0.9% | +$5.54K | 0.52% | 9 |
|
|
2021
Q1 | $629K | Buy |
9,055
+77
| +0.9% | +$5.35K | 0.54% | 8 |
|
|
2020
Q4 | $576K | Buy |
+8,978
| New | +$576K | 0.55% | 8 |
|