Vigilare Wealth Management’s Liberty All-Star Equity Fund USA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,300	Closed	-$62K	–	113
2022 Q3	$62K	Hold	11,300	–	–	0.08%	100
2022 Q2	$71K	Buy	+11,300	New	+$78.4K	0.08%	108
2021 Q2	–	Sell	-10,200	Closed	-$78K	–	222
2021 Q1	$78K	Buy	+10,200	New	+$74.5K	0.06%	193
2020 Q4	–	Sell	-20,200	Closed	-$121K	–	161
2020 Q3	$121K	Hold	20,200	–	–	0.13%	130
2020 Q2	$116K	Sell	20,200 -2,000	-9%	-$10.8K	0.13%	119
2020 Q1	$107K	Buy	22,200 +2,000	+10%	+$12.3K	0.13%	110
2019 Q4	$136K	Buy	+20,200	New	+$132K	0.09%	143

Other funds holding USA

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

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return