OLVIG
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Oliver Lagore Vanvalin Investment Group’s Global X SuperDividend US ETF DIV Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio DIV Stock Details DIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-476
Closed -$7.95K – 856
2023
Q2 		$7.95K Buy
+476
New +$8K ﹤0.01% 504

Other funds holding DIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DIV Position: Q3 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Global X SuperDividend US ETF (DIV) in Q3 2023, closing a stake of 476 shares — an estimated $7.95K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in DIV in Q2 2023 and held it in 1 quarter. The position peaked at $7.95K in Q2 2023. 110 funds tracked by Wall St. Rank hold DIV as of Q3 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Global X SuperDividend US ETF position as of Q3 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 476 Global X SuperDividend US ETF shares in Q3 2023, an estimated $7.95K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Global X SuperDividend US ETF in Q2 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Global X SuperDividend US ETF position peaked at $7.95K in Q2 2023.
  • 110 funds tracked by Wall St. Rank held Global X SuperDividend US ETF as of Q3 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2023, filed 9 Nov 2023.