Vanguard Capital Wealth Advisors Ishares Tr Core Moderate Alloc Transaction History

Vanguard Capital Wealth Advisors

$102 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 05, 2020	SELL	$35.99 - $40.49 $449,191 - $505,355	-12,481 Closed	0 $0
Q4 2019 Jan 28, 2020	SELL	$38.71 - $40.3 $112,839 - $117,474	-2,915 Reduced 18.93%	12,481 $500,000
Q3 2019 Oct 18, 2019	SELL	$38.32 - $39.31 $162,515 - $166,713	-4,241 Reduced 21.6%	15,396 $604,000
Q2 2019 Aug 05, 2019	BUY	$37.75 - $39.08 $302,490 - $313,148	8,013 Added 68.93%	19,637 $766,000
Q1 2019 Apr 29, 2019	SELL	$35.53 - $38.06 $19,790 - $21,199	-557 Reduced 4.57%	11,624 $442,000
Q4 2018 Jan 17, 2019	SELL	$35.24 - $37.92 $139,973 - $150,618	-3,972 Reduced 24.59%	12,181 $434,000
Q3 2018 Oct 19, 2018	BUY	$37.2 - $38.08 $81,542 - $83,471	2,192 Added 15.7%	16,153 $612,000
Q2 2018 Aug 15, 2018	SELL	$37.34 - $37.89 $14,151 - $14,360	-379 Reduced 2.64%	13,961 $523,000
Q1 2018 Apr 25, 2018	BUY	$37.16 - $39.0 $532,874 - $559,260	14,340 New	14,340 $0

Others Institutions Holding AOM

# of Institutions

251

Shares Held

11.2M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vanguard Capital Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vanguard Capital Wealth Advisors with notifications on news.