VSR Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $6.57M | Buy |
186,148
+20,933
| +13% | +$739K | 1.08% | 8 |
|
|
2016
Q1 | $5.75M | Buy |
165,215
+6,266
| +4% | +$218K | 0.6% | 35 |
|
|
2015
Q4 | $5.41M | Buy |
158,949
+6,315
| +4% | +$215K | 0.58% | 41 |
|
|
2015
Q3 | $5.17M | Buy |
152,634
+20,057
| +15% | +$679K | 0.59% | 40 |
|
|
2015
Q2 | $4.67M | Buy |
132,577
+24,394
| +23% | +$860K | 0.5% | 44 |
|
|
2015
Q1 | $3.86M | Buy |
108,183
+47,105
| +77% | +$1.68M | 0.41% | 57 |
|
|
2014
Q4 | $2.15M | Buy |
61,078
+35,556
| +139% | +$1.25M | 0.24% | 105 |
|
|
2014
Q3 | $891K | Buy |
25,522
+6,984
| +38% | +$244K | 0.11% | 214 |
|
|
2014
Q2 | $662K | Buy |
18,538
+5,359
| +41% | +$191K | 0.08% | 277 |
|
|
2014
Q1 | $459K | Buy |
13,179
+6,052
| +85% | +$211K | 0.06% | 344 |
|
|
2013
Q4 | $245K | Buy |
+7,127
| New | +$245K | 0.04% | 468 |
|