V Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,081
| Closed | -$373K | – | 124 |
|
|
2023
Q2 | $373K | Buy |
1,081
+27
| +3% | +$9.32K | 0.06% | 243 |
|
|
2023
Q1 | $332K | Sell |
1,054
-43
| -4% | -$13.6K | 0.06% | 266 |
|
|
2022
Q4 | $329K | Buy |
1,097
+1
| +0.1% | +$300 | 0.07% | 262 |
|
|
2022
Q3 | $294K | Hold |
1,096
| – | – | 0.06% | 285 |
|
|
2022
Q2 | $296K | Hold |
1,096
| – | – | 0.06% | 313 |
|
|
2022
Q1 | $357K | Hold |
1,096
| – | – | 0.06% | 301 |
|
|
2021
Q4 | $329K | Sell |
1,096
-20
| -2% | -$6K | 0.05% | 339 |
|
|
2021
Q3 | $319K | Sell |
1,116
-115
| -9% | -$32.9K | 0.05% | 346 |
|
|
2021
Q2 | $293K | Buy |
1,231
+169
| +16% | +$40.2K | 0.05% | 370 |
|
|
2021
Q1 | $244K | Hold |
1,062
| – | – | 0.04% | 370 |
|
|
2020
Q4 | $224K | Buy |
+1,062
| New | +$224K | 0.05% | 348 |
|
|
2020
Q3 | – | Sell |
-1,083
| Closed | -$209K | – | 178 |
|
|
2020
Q2 | $209K | Buy |
+1,083
| New | +$209K | 0.05% | 323 |
|
|
2020
Q1 | – | Sell |
-1,052
| Closed | -$204K | – | 315 |
|
|
2019
Q4 | $204K | Hold |
1,052
| – | – | 0.07% | 270 |
|
|
2019
Q3 | $204K | Buy |
+1,052
| New | +$204K | 0.07% | 272 |
|