VWA
Visionary Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
19,722
+10
| +0.1% | +$834 | 0.08% | 215 |
|
|
2025
Q1 | $1.51M | Buy |
19,712
+258
| +1% | +$19.7K | 0.09% | 203 |
|
|
2024
Q4 | $1.49M | Sell |
19,454
-1,274
| -6% | -$97.6K | 0.09% | 203 |
|
|
2024
Q3 | $1.64M | Sell |
20,728
-437
| -2% | -$34.5K | 0.1% | 197 |
|
|
2024
Q2 | $1.58M | Sell |
21,165
-2,104
| -9% | -$157K | 0.1% | 194 |
|
|
2024
Q1 | $1.71M | Sell |
23,269
-18
| -0.1% | -$1.32K | 0.12% | 182 |
|
|
2023
Q4 | $1.61M | Sell |
23,287
-575
| -2% | -$39.7K | 0.12% | 176 |
|
|
2023
Q3 | $1.52M | Buy |
23,862
+1,121
| +5% | +$71.2K | 0.12% | 172 |
|
|
2023
Q2 | $1.51M | Buy |
22,741
+992
| +5% | +$65.8K | 0.12% | 168 |
|
|
2023
Q1 | $1.38M | Sell |
21,749
-3,619
| -14% | -$230K | 0.12% | 169 |
|
|
2022
Q4 | $1.52M | Sell |
25,368
-3,141
| -11% | -$188K | 0.14% | 140 |
|
|
2022
Q3 | $1.58M | Buy |
28,509
+1,104
| +4% | +$61.2K | 0.16% | 128 |
|
|
2022
Q2 | $1.64M | Buy |
27,405
+442
| +2% | +$26.5K | 0.15% | 130 |
|
|
2022
Q1 | $1.86M | Sell |
26,963
-26
| -0.1% | -$1.79K | 0.15% | 132 |
|
|
2021
Q4 | $1.97M | Sell |
26,989
-125
| -0.5% | -$9.1K | 0.16% | 125 |
|
|
2021
Q3 | $1.89M | Sell |
27,114
-474
| -2% | -$33.1K | 0.19% | 103 |
|
|
2021
Q2 | $1.95M | Sell |
27,588
-2,778
| -9% | -$196K | 0.2% | 106 |
|
|
2021
Q1 | $2.03M | Sell |
30,366
-5,991
| -16% | -$401K | 0.21% | 109 |
|
|
2020
Q4 | $2.33M | Buy |
36,357
+156
| +0.4% | +$10K | 0.26% | 89 |
|
|
2020
Q3 | $2.1M | Buy |
36,201
+290
| +0.8% | +$16.8K | 0.3% | 84 |
|
|
2020
Q2 | $1.97M | Buy |
35,911
+1,353
| +4% | +$74.3K | 0.3% | 85 |
|
|
2020
Q1 | $1.64M | Buy |
34,558
+793
| +2% | +$37.6K | 0.31% | 83 |
|
|
2019
Q4 | $1.96M | Buy |
+33,765
| New | +$1.96M | 0.35% | 69 |
|