Venturi Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $219K | Sell |
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|
2025
Q2 | $260K | Buy |
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|
2025
Q1 | $226K | Buy |
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|
2024
Q4 | $203K | Buy |
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|
2024
Q3 | $205K | Sell |
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|
2024
Q2 | $213K | Buy |
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|
2024
Q1 | $183K | Sell |
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|
2023
Q4 | $178K | Buy |
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|
2023
Q3 | $126K | Sell |
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|
2023
Q2 | $132K | Sell |
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|
2023
Q1 | $131K | Buy |
|