OLVIG
AVIG icon

Oliver Lagore Vanvalin Investment Group’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio AVIG Stock Details AVIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-445
Closed -$18.6K – 743
2023
Q4 		$18.6K Sell
445
-1,107
-71% -$44.4K 0.01% 324
2023
Q3 		$61.5K Sell
1,552
-1,052
-40% -$42.7K 0.02% 217
2023
Q2 		$108K Buy
+2,604
New +$109K 0.04% 167

Other funds holding AVIG

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's AVIG Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Avantis Core Fixed Income ETF (AVIG) in Q1 2024, closing a stake of 445 shares — an estimated $18.6K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in AVIG in Q2 2023 and held it in 3 quarters. The position peaked at $108K in Q2 2023. 84 funds tracked by Wall St. Rank hold AVIG as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Avantis Core Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 445 Avantis Core Fixed Income ETF shares in Q1 2024, an estimated $18.6K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Avantis Core Fixed Income ETF in Q2 2023 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Avantis Core Fixed Income ETF position peaked at $108K in Q2 2023.
  • 84 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.