Visionary Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
|
|||||
|
2025
Q1 | $325K | Sell |
|
|||||
|
2024
Q4 | $342K | Buy |
|
|||||
|
2024
Q3 | $354K | Sell |
|
|||||
|
2024
Q2 | $386K | Buy |
|
|||||
|
2024
Q1 | $365K | Sell |
|
|||||
|
2023
Q4 | $411K | Buy |
|
|||||
|
2023
Q3 | $379K | Buy |
|
|||||
|
2023
Q2 | $376K | Sell |
|
|||||
|
2023
Q1 | $438K | Buy |
|
|||||
|
2022
Q4 | $392K | Sell |
|
|||||
|
2022
Q3 | $458K | Buy |
|
|||||
|
2022
Q2 | $469K | Buy |
|
|||||
|
2022
Q1 | $507K | Buy |
|
|||||
|
2021
Q4 | $526K | Buy |
|
|||||
|
2021
Q3 | $514K | Buy |
|
|||||
|
2021
Q2 | $493K | Sell |
|
|||||
|
2021
Q1 | $741K | Buy |
|
|||||
|
2020
Q4 | $696K | Sell |
|
|||||
|
2020
Q3 | $668K | Buy |
|
|||||
|
2020
Q2 | $644K | Sell |
|
|||||
|
2020
Q1 | $621K | Buy |
|
|||||
|
2019
Q4 | $613K | Buy |
|