OLVIG
FELG icon

Oliver Lagore Vanvalin Investment Group’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio FELG Stock Details FELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$24 Buy
+1
New +$33 ﹤0.01% 652
2024
Q4 		$27 Sell
1
-736
-100% -$25.5K ﹤0.01% 677
2024
Q3 		$24.4K Buy
+737
New +$23.6K 0.01% 323

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in Fidelity Enhanced Large Cap Growth ETF (FELG) in Q2 2025: 1 share worth $24. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in FELG as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in FELG in Q3 2024 and has held it in 3 quarters since. The position peaked at $24.4K in Q3 2024. 171 funds tracked by Wall St. Rank hold FELG as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 1 share of Fidelity Enhanced Large Cap Growth ETF worth $24 as of Q2 2025.
  • Fidelity Enhanced Large Cap Growth ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Fidelity Enhanced Large Cap Growth ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #652 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Fidelity Enhanced Large Cap Growth ETF position peaked at $24.4K in Q3 2024.
  • 171 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q2 2025.

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