Vanguard Capital Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $500K | Sell |
12,481
-2,915
| -19% | -$117K | 0.52% | 52 |
|
|
2019
Q3 | $604K | Sell |
15,396
-4,241
| -22% | -$166K | 0.7% | 40 |
|
|
2019
Q2 | $766K | Buy |
19,637
+8,013
| +69% | +$313K | 0.93% | 32 |
|
|
2019
Q1 | $442K | Sell |
11,624
-557
| -5% | -$21.2K | 0.56% | 56 |
|
|
2018
Q4 | $434K | Sell |
12,181
-3,972
| -25% | -$142K | 0.65% | 49 |
|
|
2018
Q3 | $612K | Buy |
16,153
+2,192
| +16% | +$83.1K | 0.7% | 42 |
|
|
2018
Q2 | $523K | Sell |
13,961
-379
| -3% | -$14.2K | 0.69% | 54 |
|
|
2018
Q1 | $539K | Buy |
+14,340
| New | +$539K | 0.71% | 49 |
|