VitalStone Financial’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-138
Closed -$9K 451
2023
Q2
$9K Sell
138
-15,089
-99% -$984K 0.01% 679
2023
Q1
$1.12M Buy
15,227
+15,089
+10,934% +$1.11M 0.92% 24
2022
Q4
$8K Buy
+138
New +$8K 0.01% 369