Venturi Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
5,655
+506
| +10% | +$23.3K | 0.01% | 460 |
|
|
2025
Q1 | $226K | Buy |
5,149
+479
| +10% | +$21K | 0.01% | 513 |
|
|
2024
Q4 | $203K | Buy |
4,670
+122
| +3% | +$5.3K | 0.01% | 541 |
|
|
2024
Q3 | $205K | Sell |
4,548
-415
| -8% | -$18.7K | 0.01% | 443 |
|
|
2024
Q2 | $213K | Buy |
4,963
+687
| +16% | +$29.5K | 0.01% | 396 |
|
|
2024
Q1 | $183K | Sell |
4,276
-14
| -0.3% | -$599 | 0.01% | 353 |
|
|
2023
Q4 | $178K | Buy |
4,290
+1,046
| +32% | +$43.4K | 0.01% | 360 |
|
|
2023
Q3 | $126K | Sell |
3,244
-34
| -1% | -$1.32K | 0.01% | 376 |
|
|
2023
Q2 | $132K | Sell |
3,278
-8
| -0.2% | -$323 | 0.01% | 346 |
|
|
2023
Q1 | $131K | Buy |
+3,286
| New | +$131K | 0.01% | 367 |
|