Visionary Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
7,921
+523
| +7% | +$24.1K | 0.02% | 424 |
|
|
2025
Q1 | $325K | Sell |
7,398
-466
| -6% | -$20.4K | 0.02% | 421 |
|
|
2024
Q4 | $342K | Buy |
7,864
+14
| +0.2% | +$608 | 0.02% | 415 |
|
|
2024
Q3 | $354K | Sell |
7,850
-1,126
| -13% | -$50.8K | 0.02% | 399 |
|
|
2024
Q2 | $386K | Buy |
8,976
+445
| +5% | +$19.1K | 0.03% | 369 |
|
|
2024
Q1 | $365K | Sell |
8,531
-1,380
| -14% | -$59K | 0.02% | 381 |
|
|
2023
Q4 | $411K | Buy |
9,911
+176
| +2% | +$7.31K | 0.03% | 346 |
|
|
2023
Q3 | $379K | Buy |
9,735
+428
| +5% | +$16.7K | 0.03% | 335 |
|
|
2023
Q2 | $376K | Sell |
9,307
-1,674
| -15% | -$67.6K | 0.03% | 332 |
|
|
2023
Q1 | $438K | Buy |
10,981
+662
| +6% | +$26.4K | 0.04% | 295 |
|
|
2022
Q4 | $392K | Sell |
10,319
-2,186
| -17% | -$83K | 0.04% | 274 |
|
|
2022
Q3 | $458K | Buy |
12,505
+475
| +4% | +$17.4K | 0.05% | 237 |
|
|
2022
Q2 | $469K | Buy |
12,030
+226
| +2% | +$8.81K | 0.04% | 247 |
|
|
2022
Q1 | $507K | Buy |
11,804
+240
| +2% | +$10.3K | 0.04% | 248 |
|
|
2021
Q4 | $526K | Buy |
11,564
+81
| +0.7% | +$3.68K | 0.04% | 226 |
|
|
2021
Q3 | $514K | Buy |
11,483
+532
| +5% | +$23.8K | 0.05% | 185 |
|
|
2021
Q2 | $493K | Sell |
10,951
-6,072
| -36% | -$273K | 0.05% | 203 |
|
|
2021
Q1 | $741K | Buy |
17,023
+923
| +6% | +$40.2K | 0.08% | 165 |
|
|
2020
Q4 | $696K | Sell |
16,100
-184
| -1% | -$7.95K | 0.08% | 165 |
|
|
2020
Q3 | $668K | Buy |
16,284
+128
| +0.8% | +$5.25K | 0.09% | 140 |
|
|
2020
Q2 | $644K | Sell |
16,156
-747
| -4% | -$29.8K | 0.1% | 133 |
|
|
2020
Q1 | $621K | Buy |
16,903
+1,608
| +11% | +$59.1K | 0.12% | 114 |
|
|
2019
Q4 | $613K | Buy |
+15,295
| New | +$613K | 0.11% | 122 |
|