Oliver Lagore Vanvalin Investment Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$182K	Buy	+12,755	New	+$183K	0.07%	139
2024 Q4	$197K	Hold	13,200	–	–	0.05%	121
2024 Q3	$193K	Hold	13,200	–	–	0.05%	125
2024 Q2	$185K	Hold	13,200	–	–	0.05%	121
2024 Q1	$176K	Hold	13,200	–	–	0.05%	133
2023 Q4	$161K	Hold	13,200	–	–	0.06%	120
2023 Q3	$152K	Hold	13,200	–	–	0.06%	135
2023 Q2	$164K	Buy	13,200 +4,475	+51%	+$52.6K	0.06%	141
2023 Q1	$102K	Buy	8,725 +5,225	+149%	+$60.3K	0.04%	125
2022 Q4	$38K	Buy	3,500 +2,000	+133%	+$23K	0.02%	207
2022 Q3	$16K	Buy	+1,500	New	+$18.5K	0.01%	275

Other funds holding ETY

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

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

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

Oliver Lagore Vanvalin Investment Group opened a new position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2025: 12,755 shares worth $182K. The stake represents 0.07% of the portfolio and ranks #139 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ETY as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ETY in Q3 2022 and has held it in 11 quarters since. The position peaked at $197K in Q4 2024. 190 funds tracked by Wall St. Rank hold ETY as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 12,755 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $182K as of Q2 2025.
Eaton Vance Tax-Managed Diversified Equity Income Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.07% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #139 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2022 and has held it in 11 quarters since.
Oliver Lagore Vanvalin Investment Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $197K in Q4 2024.
190 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2025.

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