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Oliver Lagore Vanvalin Investment Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio FDVV Stock Details FDVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.96K Buy
+100
New +$4.92K ﹤0.01% 497
2024
Q4 		$2.5K Hold
50
– – ﹤0.01% 571
2024
Q3 		$2.53K Buy
50
+36
+257% +$1.75K ﹤0.01% 562
2024
Q2 		$655 Buy
+14
New +$640 ﹤0.01% 659

Other funds holding FDVV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in Fidelity High Dividend ETF (FDVV) in Q2 2025: 100 shares worth $4.96K. The stake represents ﹤0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in FDVV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in FDVV in Q2 2024 and has held it in 4 quarters since. 367 funds tracked by Wall St. Rank hold FDVV as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 100 shares of Fidelity High Dividend ETF worth $4.96K as of Q2 2025.
  • Fidelity High Dividend ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Fidelity High Dividend ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #497 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Fidelity High Dividend ETF in Q2 2024 and has held it in 4 quarters since.
  • 367 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2025.

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