Oliver Lagore Vanvalin Investment Group’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11	Closed	-$364	–	745
2022 Q4	$364	Hold	11	–	–	﹤0.01%	623
2022 Q3	$0	Hold	11	–	–	﹤0.01%	756
2022 Q2	$0	Hold	11	–	–	﹤0.01%	726
2022 Q1	$1K	Buy	+11	New	+$494	﹤0.01%	560

Other funds holding CACG

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BPFA

Barnes Pettey Financial Advisors Clarksdale, Mississippi $319M AUM 23.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's CACG Position: Q1 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q1 2023, closing a stake of 11 shares — an estimated $364 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in CACG in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 37 funds tracked by Wall St. Rank hold CACG as of Q1 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q1 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 11 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q1 2023, an estimated $364.
Oliver Lagore Vanvalin Investment Group first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q1 2022 and held it in 4 quarters.
Oliver Lagore Vanvalin Investment Group's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $1K in Q1 2022.
37 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q1 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2023, filed 20 Jun 2023.