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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$24.4K	Buy	+3,000	New	+$24.8K	0.01%	324
2024 Q4	$24.5K	Buy	3,000 +2,000	+200%	+$16.9K	0.01%	335
2024 Q3	$8.72K	Hold	1,000	–	–	﹤0.01%	445
2024 Q2	$8.45K	Hold	1,000	–	–	﹤0.01%	442
2024 Q1	$8.16K	Hold	1,000	–	–	﹤0.01%	440
2023 Q4	$7.72K	Hold	1,000	–	–	﹤0.01%	462
2023 Q3	$7.37K	Hold	1,000	–	–	﹤0.01%	491
2023 Q2	$7.92K	Hold	1,000	–	–	﹤0.01%	505
2023 Q1	$7.81K	Hold	1,000	–	–	﹤0.01%	423
2022 Q4	$7.55K	Buy	+1,000	New	+$7.66K	﹤0.01%	407

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

AAM

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q2 2025: 3,000 shares worth $24.4K. The stake represents 0.01% of the portfolio and ranks #324 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in EXG as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in EXG in Q4 2022 and has held it in 10 quarters since. The position peaked at $24.5K in Q4 2024. 274 funds tracked by Wall St. Rank hold EXG as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 3,000 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $24.4K as of Q2 2025.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #324 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2022 and has held it in 10 quarters since.
Oliver Lagore Vanvalin Investment Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $24.5K in Q4 2024.
274 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global 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.