Vantage Financial Partners (Wisconsin)’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
2025 Q2	$270K	Buy	4,378 +377	+9%	+$23.2K	0.06%	166
2025 Q1	$230K	Sell	4,001 -51	-1%	-$2.94K	0.06%	168
2024 Q4	$232K	Buy	4,052 +36	+0.9%	+$2.06K	0.06%	156
2024 Q3	$238K	Buy	4,016 +230	+6%	+$13.6K	0.06%	162
2024 Q2	$213K	Buy	+3,786	New	+$213K	0.06%	138