V Wealth Advisors’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
2017
Q3
Sell
-3,408
Closed -$176K 221
2017
Q2
$176K Sell
3,408
-1,993
-37% -$103K 0.08% 189
2017
Q1
$269K Sell
5,401
-892
-14% -$44.4K 0.17% 140
2016
Q4
$297K Buy
6,293
+76
+1% +$3.59K 0.22% 129
2016
Q3
$296K Buy
+6,217
New +$296K 0.24% 120