Oliver Lagore Vanvalin Investment Group’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$19.8K	Buy	+2,000	New	+$19K	0.01%	338
2024 Q4	$19.2K	Hold	2,000	–	–	﹤0.01%	372
2024 Q3	$20.4K	Hold	2,000	–	–	0.01%	343
2024 Q2	$18.6K	Hold	2,000	–	–	0.01%	340
2024 Q1	$19.2K	Hold	2,000	–	–	0.01%	346
2023 Q4	$18.4K	Hold	2,000	–	–	0.01%	326
2023 Q3	$16.6K	Hold	2,000	–	–	0.01%	366
2023 Q2	$17.2K	Hold	2,000	–	–	0.01%	389
2023 Q1	$17.2K	Hold	2,000	–	–	0.01%	306
2022 Q4	$18.2K	Buy	+2,000	New	+$17.1K	0.01%	288

Other funds holding EMD

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's EMD Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Western Asset Emerging Markets Debt Fund (EMD) in Q2 2025: 2,000 shares worth $19.8K. The stake represents 0.01% of the portfolio and ranks #338 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in EMD as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in EMD in Q4 2022 and has held it in 10 quarters since. The position peaked at $20.4K in Q3 2024. 97 funds tracked by Wall St. Rank hold EMD as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 2,000 shares of Western Asset Emerging Markets Debt Fund worth $19.8K as of Q2 2025.
Western Asset Emerging Markets Debt Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Western Asset Emerging Markets Debt Fund made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #338 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2022 and has held it in 10 quarters since.
Oliver Lagore Vanvalin Investment Group's Western Asset Emerging Markets Debt Fund position peaked at $20.4K in Q3 2024.
97 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.