Visionary Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
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|
2025
Q1 | $2M | Buy |
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|
2024
Q4 | $1.95M | Sell |
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|
2024
Q3 | $2.06M | Sell |
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|
2024
Q2 | $2.07M | Sell |
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|
2024
Q1 | $2.33M | Buy |
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|
2023
Q4 | $2.2M | Sell |
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|
2023
Q3 | $2.11M | Sell |
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|
2023
Q2 | $2.21M | Sell |
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|
2023
Q1 | $2.19M | Sell |
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|
2022
Q4 | $2.3M | Sell |
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|
2022
Q3 | $2.25M | Buy |
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|
2022
Q2 | $2.34M | Buy |
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|
2022
Q1 | $2.62M | Sell |
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|
2021
Q4 | $2.93M | Buy |
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|
2021
Q3 | $2.73M | Buy |
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|
2021
Q2 | $2.5M | Sell |
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|
2021
Q1 | $2.51M | Sell |
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|
2020
Q4 | $2.6M | Sell |
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|
2020
Q3 | $2.44M | Sell |
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|
2020
Q2 | $2.34M | Sell |
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|
2020
Q1 | $2.13M | Buy |
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|
2019
Q4 | $2.27M | Buy |
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