Visionary Wealth Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.82M	Sell	20,561 -601	-3%	-$54.7K	0.08%	202
2025 Q4	$1.9M	Buy	21,162 +1,127	+6%	+$100K	0.09%	203
2025 Q3	$1.77M	Buy	20,035 +313	+2%	+$26.7K	0.08%	212
2025 Q2	$1.64M	Buy	19,722 +10	+0.1%	+$782	0.08%	215
2025 Q1	$1.51M	Buy	19,712 +258	+1%	+$20.1K	0.09%	203
2024 Q4	$1.49M	Sell	19,454 -1,274	-6%	-$99.8K	0.09%	203
2024 Q3	$1.64M	Sell	20,728 -437	-2%	-$33.2K	0.1%	197
2024 Q2	$1.58M	Sell	21,165 -2,104	-9%	-$154K	0.1%	194
2024 Q1	$1.71M	Sell	23,269 -18	-0.1%	-$1.27K	0.12%	182
2023 Q4	$1.61M	Sell	23,287 -575	-2%	-$37.5K	0.12%	176
2023 Q3	$1.52M	Buy	23,862 +1,121	+5%	+$73.7K	0.12%	172
2023 Q2	$1.51M	Buy	22,741 +992	+5%	+$63.8K	0.12%	168
2023 Q1	$1.38M	Sell	21,749 -3,619	-14%	-$226K	0.12%	169
2022 Q4	$1.52M	Sell	25,368 -3,141	-11%	-$186K	0.14%	140
2022 Q3	$1.58M	Buy	28,509 +1,104	+4%	+$67.1K	0.16%	128
2022 Q2	$1.64M	Buy	27,405 +442	+2%	+$28.1K	0.15%	130
2022 Q1	$1.86M	Sell	26,963 -26	-0.1%	-$1.8K	0.15%	132
2021 Q4	$1.97M	Sell	26,989 -125	-0.5%	-$9.01K	0.16%	125
2021 Q3	$1.89M	Sell	27,114 -474	-2%	-$33.8K	0.19%	103
2021 Q2	$1.95M	Sell	27,588 -2,778	-9%	-$193K	0.2%	106
2021 Q1	$2.03M	Sell	30,366 -5,991	-16%	-$396K	0.21%	109
2020 Q4	$2.33M	Buy	36,357 +156	+0.4%	+$9.54K	0.26%	89
2020 Q3	$2.1M	Buy	36,201 +290	+0.8%	+$16.7K	0.3%	84
2020 Q2	$1.97M	Buy	35,911 +1,353	+4%	+$70.4K	0.3%	85
2020 Q1	$1.64M	Buy	34,558 +793	+2%	+$43.4K	0.31%	83
2019 Q4	$1.96M	Buy	+33,765	New	+$1.9M	0.35%	69