Vanguard Capital Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$500K	Sell	12,481 -2,915	-19%	-$115K	0.52%	52
2019 Q3	$604K	Sell	15,396 -4,241	-22%	-$165K	0.7%	40
2019 Q2	$766K	Buy	19,637 +8,013	+69%	+$307K	0.93%	32
2019 Q1	$442K	Sell	11,624 -557	-5%	-$20.7K	0.56%	56
2018 Q4	$434K	Sell	12,181 -3,972	-25%	-$145K	0.65%	49
2018 Q3	$612K	Buy	16,153 +2,192	+16%	+$82.7K	0.7%	42
2018 Q2	$523K	Sell	13,961 -379	-3%	-$14.3K	0.69%	54
2018 Q1	$539K	Buy	+14,340	New	+$546K	0.71%	49

Other funds holding AOM

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Vanguard Capital Wealth Advisors's AOM Position: Q4 2019 in Review

Vanguard Capital Wealth Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 19% in Q4 2019, selling an estimated $115K and leaving 12,481 shares worth $500K. The position accounts for 0.52% of the portfolio, ranked #52.

Vanguard Capital Wealth Advisors first reported a position in AOM in Q1 2018 and has held it in 8 quarters since. The position peaked at $766K in Q2 2019. 191 funds tracked by Wall St. Rank hold AOM as of Q4 2019.

Vanguard Capital Wealth Advisors held 12,481 shares of iShares Core Moderate Allocation ETF worth $500K as of Q4 2019.
Vanguard Capital Wealth Advisors sold 2,915 iShares Core Moderate Allocation ETF shares in Q4 2019, an estimated $115K.
iShares Core Moderate Allocation ETF made up 0.52% of Vanguard Capital Wealth Advisors's portfolio in Q4 2019, its #52 holding.
Vanguard Capital Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2018 and has held it in 8 quarters since.
Vanguard Capital Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $766K in Q2 2019.
191 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2019.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.