Oliver Lagore Vanvalin Investment Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Buy |
+12,755
| New | +$182K | 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% | 129 |
|
|
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% | +$55.8K | 0.06% | 139 |
|
|
2023
Q1 | $102K | Buy |
8,725
+5,225
| +149% | +$61K | 0.04% | 122 |
|
|
2022
Q4 | $38K | Buy |
3,500
+2,000
| +133% | +$21.7K | 0.02% | 205 |
|
|
2022
Q3 | $16K | Buy |
+1,500
| New | +$16K | 0.01% | 275 |
|