Oliver Lagore Vanvalin Investment Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$29.9K	Buy	+3,000	New	+$29.7K	0.01%	303
2024 Q4	$29.3K	Hold	3,000	–	–	0.01%	309
2024 Q3	$31.5K	Hold	3,000	–	–	0.01%	296
2024 Q2	$29.2K	Hold	3,000	–	–	0.01%	296
2024 Q1	$29.3K	Hold	3,000	–	–	0.01%	300
2023 Q4	$28.7K	Hold	3,000	–	–	0.01%	274
2023 Q3	$27.1K	Hold	3,000	–	–	0.01%	311
2023 Q2	$28.1K	Hold	3,000	–	–	0.01%	326
2023 Q1	$29.6K	Buy	3,000 +1,000	+50%	+$10K	0.01%	245
2022 Q4	$18.8K	Buy	+2,000	New	+$19.3K	0.01%	283

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q2 2025: 3,000 shares worth $29.9K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in EVV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in EVV in Q4 2022 and has held it in 10 quarters since. The position peaked at $31.5K in Q3 2024. 146 funds tracked by Wall St. Rank hold EVV as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 3,000 shares of Eaton Vance Limited Duration Income Fund worth $29.9K as of Q2 2025.
Eaton Vance Limited Duration Income Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Eaton Vance Limited Duration Income Fund made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #303 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2022 and has held it in 10 quarters since.
Oliver Lagore Vanvalin Investment Group's Eaton Vance Limited Duration Income Fund position peaked at $31.5K in Q3 2024.
146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2025.

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