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Vanguard Capital Wealth Advisors’s Aegon AEG Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,951
Closed -$47K – 121
2022
Q3 		$47K Sell
11,951
-2,192
-15% -$9.54K 0.06% 109
2022
Q2 		$60K Sell
14,143
-933
-6% -$4.63K 0.07% 123
2022
Q1 		$76K Sell
15,076
-1,275
-8% -$6.44K 0.05% 149
2021
Q4 		$77K Sell
16,351
-15,708
-49% -$73.5K 0.06% 143
2021
Q3 		$156 Buy
+32,059
New +$139K 0.1% 143

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Vanguard Capital Wealth Advisors's AEG Position: Q4 2022 in Review

Vanguard Capital Wealth Advisors sold out of Aegon (AEG) in Q4 2022, closing a stake of 11,951 shares — an estimated $47K sold.

Vanguard Capital Wealth Advisors first reported a position in AEG in Q3 2021 and held it in 5 quarters. The position peaked at $77K in Q4 2021. 228 funds tracked by Wall St. Rank hold AEG as of Q4 2022.

  • Vanguard Capital Wealth Advisors reported no remaining Aegon position as of Q4 2022 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 11,951 Aegon shares in Q4 2022, an estimated $47K.
  • Vanguard Capital Wealth Advisors first reported a position in Aegon in Q3 2021 and held it in 5 quarters.
  • Vanguard Capital Wealth Advisors's Aegon position peaked at $77K in Q4 2021.
  • 228 funds tracked by Wall St. Rank held Aegon as of Q4 2022.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2022, filed 18 Jan 2023.