Vigilare Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,114
| Closed | -$215K | – | 114 |
|
|
2022
Q1 | $215K | Sell |
3,114
-306
| -9% | -$21.1K | 0.18% | 130 |
|
|
2021
Q4 | $249K | Sell |
3,420
-450
| -12% | -$32.8K | 0.15% | 154 |
|
|
2021
Q3 | $270K | Buy |
3,870
+349
| +10% | +$24.3K | 0.17% | 154 |
|
|
2021
Q2 | $249K | Buy |
3,521
+459
| +15% | +$32.5K | 0.15% | 172 |
|
|
2021
Q1 | $205K | Buy |
+3,062
| New | +$205K | 0.15% | 179 |
|