Vigilare Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Vigilare Wealth Management’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,114	Closed	-$215K	–	114
2022 Q1	$215K	Sell	3,114 -306	-9%	-$21.2K	0.18%	130
2021 Q4	$249K	Sell	3,420 -450	-12%	-$32.4K	0.15%	154
2021 Q3	$270K	Buy	3,870 +349	+10%	+$24.9K	0.17%	154
2021 Q2	$249K	Buy	3,521 +459	+15%	+$31.9K	0.15%	172
2021 Q1	$205K	Buy	+3,062	New	+$202K	0.15%	179

Other funds holding AOA

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Vigilare Wealth Management's AOA Position: Q2 2022 in Review

Vigilare Wealth Management sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2022, closing a stake of 3,114 shares — an estimated $215K sold.

Vigilare Wealth Management first reported a position in AOA in Q1 2021 and held it in 5 quarters. The position peaked at $270K in Q3 2021. 248 funds tracked by Wall St. Rank hold AOA as of Q2 2022.

Vigilare Wealth Management reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2022 after selling out during the quarter.
Vigilare Wealth Management sold 3,114 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2022, an estimated $215K.
Vigilare Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and held it in 5 quarters.
Vigilare Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $270K in Q3 2021.
248 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2022.

Based on Vigilare Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.