Oliver Lagore Vanvalin Investment Group’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.23K	Buy	+750	New	+$8.1K	﹤0.01%	441
2024 Q4	$8.19K	Hold	750	–	–	﹤0.01%	469
2024 Q3	$8.38K	Hold	750	–	–	﹤0.01%	449
2024 Q2	$8.1K	Hold	750	–	–	﹤0.01%	445
2024 Q1	$7.92K	Hold	750	–	–	﹤0.01%	447
2023 Q4	$7.79K	Hold	750	–	–	﹤0.01%	457
2023 Q3	$7.78K	Hold	750	–	–	﹤0.01%	480
2023 Q2	$7.36K	Hold	750	–	–	﹤0.01%	519
2023 Q1	$7.84K	Hold	750	–	–	﹤0.01%	420
2022 Q4	$7.64K	Buy	+750	New	+$7.99K	﹤0.01%	401

Other funds holding EVG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AAM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2025: 750 shares worth $8.23K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in EVG as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in EVG in Q4 2022 and has held it in 10 quarters since. The position peaked at $8.38K in Q3 2024. 42 funds tracked by Wall St. Rank hold EVG as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 750 shares of Eaton Vance Short Duration Diversified Income Fund worth $8.23K as of Q2 2025.
Eaton Vance Short Duration Diversified Income Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #441 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2022 and has held it in 10 quarters since.
Oliver Lagore Vanvalin Investment Group's Eaton Vance Short Duration Diversified Income Fund position peaked at $8.38K in Q3 2024.
42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2025.

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