V Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-26,833
| Closed | -$1.2M | – | 206 |
|
|
2017
Q3 | $1.2M | Buy |
26,833
+234
| +0.9% | +$10.5K | 0.61% | 46 |
|
|
2017
Q2 | $1.16M | Buy |
26,599
+16,016
| +151% | +$700K | 0.54% | 51 |
|
|
2017
Q1 | $445K | Sell |
10,583
-48,102
| -82% | -$2.02M | 0.27% | 99 |
|
|
2016
Q4 | $2.38M | Buy |
58,685
+8,341
| +17% | +$338K | 1.74% | 4 |
|
|
2016
Q3 | $2.07M | Buy |
+50,344
| New | +$2.07M | 1.67% | 8 |
|