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