Vigilare Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Vigilare Wealth Management’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
2022 Q1	–	Sell	-8,795	Closed	-$400K	–	141
2021 Q4	$400K	Sell	8,795 -2,125	-19%	-$96.3K	0.24%	108
2021 Q3	$489K	Buy	10,920 +2,742	+34%	+$124K	0.3%	95
2021 Q2	$368K	Buy	8,178 +1,963	+32%	+$87.5K	0.22%	122
2021 Q1	$271K	Buy	6,215 +275	+5%	+$12K	0.19%	144
2020 Q4	$257K	Buy	5,940 +134	+2%	+$5.64K	0.24%	95
2020 Q3	$238K	Sell	5,806 -339	-6%	-$13.9K	0.25%	97
2020 Q2	$245K	Sell	6,145 -177	-3%	-$6.83K	0.25%	89
2020 Q1	$232K	Sell	6,322 -816	-11%	-$32K	0.28%	89
2019 Q4	$288K	Buy	+7,138	New	+$283K	0.19%	111

Other funds holding AOM

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

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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Vigilare Wealth Management's AOM Position: Q1 2022 in Review

Vigilare Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2022, closing a stake of 8,795 shares — an estimated $400K sold.

Vigilare Wealth Management first reported a position in AOM in Q4 2019 and held it in 9 quarters. The position peaked at $489K in Q3 2021. 252 funds tracked by Wall St. Rank hold AOM as of Q1 2022.

Vigilare Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2022 after selling out during the quarter.
Vigilare Wealth Management sold 8,795 iShares Core Moderate Allocation ETF shares in Q1 2022, an estimated $400K.
Vigilare Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and held it in 9 quarters.
Vigilare Wealth Management's iShares Core Moderate Allocation ETF position peaked at $489K in Q3 2021.
252 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2022.

Based on Vigilare Wealth Management's 13F filing for Q1 2022, filed 6 Apr 2022.