VWWMG
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Vermillion & White Wealth Management Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-297
Closed -$19.3K – 97
2025
Q4 		$19.3K Sell
297
-10
-3% -$649 0.01% 258
2025
Q3 		$19.8K Hold
307
– – 0.01% 259
2025
Q2 		$18.9K Hold
307
– – 0.01% 239
2025
Q1 		$17.7K Hold
307
– – 0.01% 201
2024
Q4 		$17.6K Hold
307
– – 0.01% 202
2024
Q3 		$18.2K Hold
307
– – 0.01% 187
2024
Q2 		$17.3K Hold
307
– – 0.01% 191
2024
Q1 		$17.1K Buy
307
+1
+0.3% +$54 0.01% 181
2023
Q4 		$16.3K Buy
+306
New +$15.4K 0.02% 152

Other funds holding AOR

BlackRock
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LPL Financial
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WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return