SEC 13F Intelligence

Vigilare Wealth Management / AOK

Vigilare Wealth Management’s Ishares Core 30/70 Position

Does Vigilare Wealth Management own Ishares Core 30/70 (AOK)? Not currently — the last reported position was 85.3K shares worth $3M in Q4 2021; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$3M
Q4 2021
Shares
85.3K
% of Portfolio
+2.02%
Quarters Held
5
position exited

Position History AOK

Reported value by quarter
Q4 ’19: $239,000Q4 ’19Q1 ’21: $1MQ1 ’21Q2 ’21: $2MQ2 ’21Q3 ’21: $3MQ3 ’21Q4 ’21: $3MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202185.3K$3M+2.02%
Q3 202183.9K$3M+2.05%
Q2 202161.6K$2M+1.49%
Q1 202131.1K$1M+0.85%
Q4 20196.5K$239,000+0.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vigilare Wealth Management’s full portfolio or all institutional holders of AOK.