VWA
Visionary Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
34,918
+163
| +0.5% | +$10K | 0.11% | 183 |
|
|
2025
Q1 | $2M | Buy |
34,755
+660
| +2% | +$38K | 0.12% | 174 |
|
|
2024
Q4 | $1.95M | Sell |
34,095
-688
| -2% | -$39.4K | 0.11% | 172 |
|
|
2024
Q3 | $2.06M | Sell |
34,783
-1,975
| -5% | -$117K | 0.13% | 170 |
|
|
2024
Q2 | $2.07M | Sell |
36,758
-5,117
| -12% | -$288K | 0.14% | 165 |
|
|
2024
Q1 | $2.33M | Buy |
41,875
+565
| +1% | +$31.5K | 0.16% | 154 |
|
|
2023
Q4 | $2.2M | Sell |
41,310
-1,417
| -3% | -$75.4K | 0.16% | 146 |
|
|
2023
Q3 | $2.11M | Sell |
42,727
-211
| -0.5% | -$10.4K | 0.17% | 136 |
|
|
2023
Q2 | $2.21M | Sell |
42,938
-741
| -2% | -$38.1K | 0.18% | 131 |
|
|
2023
Q1 | $2.19M | Sell |
43,679
-5,078
| -10% | -$254K | 0.19% | 119 |
|
|
2022
Q4 | $2.3M | Sell |
48,757
-1,523
| -3% | -$71.8K | 0.21% | 106 |
|
|
2022
Q3 | $2.25M | Buy |
50,280
+1,472
| +3% | +$65.9K | 0.23% | 103 |
|
|
2022
Q2 | $2.34M | Buy |
48,808
+323
| +0.7% | +$15.5K | 0.21% | 109 |
|
|
2022
Q1 | $2.62M | Sell |
48,485
-2,911
| -6% | -$157K | 0.21% | 108 |
|
|
2021
Q4 | $2.93M | Buy |
51,396
+2,259
| +5% | +$129K | 0.24% | 96 |
|
|
2021
Q3 | $2.73M | Buy |
49,137
+4,536
| +10% | +$252K | 0.28% | 87 |
|
|
2021
Q2 | $2.5M | Sell |
44,601
-2,290
| -5% | -$128K | 0.25% | 94 |
|
|
2021
Q1 | $2.51M | Sell |
46,891
-2,841
| -6% | -$152K | 0.26% | 97 |
|
|
2020
Q4 | $2.6M | Sell |
49,732
-649
| -1% | -$33.9K | 0.29% | 84 |
|
|
2020
Q3 | $2.44M | Sell |
50,381
-27
| -0.1% | -$1.31K | 0.34% | 75 |
|
|
2020
Q2 | $2.34M | Sell |
50,408
-1,120
| -2% | -$52K | 0.36% | 75 |
|
|
2020
Q1 | $2.13M | Buy |
51,528
+4,024
| +8% | +$166K | 0.4% | 74 |
|
|
2019
Q4 | $2.27M | Buy |
+47,504
| New | +$2.27M | 0.41% | 66 |
|