Oliver Lagore Vanvalin Investment Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$9.01K	Hold	93	–	–	﹤0.01%	459
2024 Q3	$9.42K	Sell	93 -162	-64%	-$16.2K	﹤0.01%	434
2024 Q2	$24.8K	Buy	255 +158	+163%	+$15.3K	0.01%	314
2024 Q1	$9.5K	Buy	97 +26	+37%	+$2.54K	﹤0.01%	421
2023 Q4	$7.05K	Sell	71 -416	-85%	-$39.6K	﹤0.01%	473
2023 Q3	$45.8K	Sell	487 -1,001	-67%	-$96.4K	0.02%	249
2023 Q2	$146K	Buy	1,488 +1,459	+5,031%	+$144K	0.05%	150
2023 Q1	$2.89K	Buy	+29	New	+$2.87K	﹤0.01%	552
2022 Q4	–	Sell	-218	Closed	-$21K	–	670
2022 Q3	$21K	Buy	218 +2	+0.9%	+$202	0.01%	246
2022 Q2	$22K	Buy	216 +1	+0.5%	+$103	0.01%	244
2022 Q1	$23K	Buy	+215	New	+$23.7K	0.02%	240

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's AGG Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q4 2024 at 93 shares worth $9.01K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Oliver Lagore Vanvalin Investment Group first reported a position in AGG in Q1 2022 and has held it in 11 quarters since. The position peaked at $146K in Q2 2023. 1,935 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

Oliver Lagore Vanvalin Investment Group held 93 shares of iShares Core US Aggregate Bond ETF worth $9.01K as of Q4 2024.
Oliver Lagore Vanvalin Investment Group left its iShares Core US Aggregate Bond ETF share count unchanged in Q4 2024.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #459 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 11 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares Core US Aggregate Bond ETF position peaked at $146K in Q2 2023.
1,935 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.