Visionary Wealth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.05M | Buy |
154,771
+100,155
| +183% | +$3.91M | 0.31% | 86 |
|
|
2025
Q1 | $2.06M | Buy |
+54,616
| New | +$2.06M | 0.12% | 166 |
|
|
2022
Q2 | – | Sell |
-7,530
| Closed | -$284K | – | 438 |
|
|
2022
Q1 | $284K | Buy |
+7,530
| New | +$284K | 0.02% | 336 |
|
|
2021
Q3 | – | Sell |
-13,718
| Closed | -$546K | – | 322 |
|
|
2021
Q2 | $546K | Buy |
+13,718
| New | +$546K | 0.05% | 196 |
|