Vermillion & White Wealth Management Group’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 | $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% | +$56 | 0.01% | 181 |
|
|
2023
Q4 | $16.3K | Buy |
+306
| New | +$16.3K | 0.02% | 152 |
|