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

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

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.