Oliver Lagore Vanvalin Investment Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$66.2K	Buy	+646	New	+$68.8K	0.03%	218
2024 Q4	$70.7K	Sell	641 -137	-18%	-$15.3K	0.02%	218
2024 Q3	$84.7K	Sell	778 -115	-13%	-$12.1K	0.02%	190
2024 Q2	$92.7K	Sell	893 -37	-4%	-$3.7K	0.03%	173
2024 Q1	$93.8K	Sell	930 -12	-1%	-$1.15K	0.03%	179
2023 Q4	$85.8K	Buy	942 +115	+14%	+$9.76K	0.03%	161
2023 Q3	$67.3K	Sell	827 -41	-5%	-$3.48K	0.03%	204
2023 Q2	$73.1K	Sell	868 -20	-2%	-$1.59K	0.03%	209
2023 Q1	$69.2K	Sell	888 -1,265	-59%	-$95.6K	0.03%	167
2022 Q4	$155K	Sell	2,153 -644	-23%	-$46.3K	0.09%	103
2022 Q3	$187K	Sell	2,797 -195	-7%	-$14.6K	0.12%	88
2022 Q2	$215K	Buy	2,992 +2,003	+203%	+$156K	0.13%	89
2022 Q1	$78K	Buy	+989	New	+$84.8K	0.05%	149