VWM
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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
WA
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return