Oliver Lagore Vanvalin Investment Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.06K	Buy	+74	New	+$4.71K	﹤0.01%	493
2024 Q4	$4.84K	Sell	74 -60	-45%	-$4.17K	﹤0.01%	522
2024 Q3	$9.76K	Buy	134 +60	+81%	+$4.29K	﹤0.01%	426
2024 Q2	$5.08K	Hold	74	–	–	﹤0.01%	496
2024 Q1	$5.16K	Hold	74	–	–	﹤0.01%	506
2023 Q4	$4.79K	Hold	74	–	–	﹤0.01%	531
2023 Q3	$4.48K	Hold	74	–	–	﹤0.01%	575
2023 Q2	$4.67K	Buy	74 +53	+252%	+$3.32K	﹤0.01%	576
2023 Q1	$1.29K	Hold	21	–	–	﹤0.01%	608
2022 Q4	$1.34K	Hold	21	–	–	﹤0.01%	580
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	573
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	548
2022 Q1	$1K	Buy	+21	New	+$1.34K	﹤0.01%	530

Other funds holding FHLC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2025: 74 shares worth $5.06K. The stake represents ﹤0.01% of the portfolio and ranks #493 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in FHLC as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in FHLC in Q1 2022 and has held it in 13 quarters since. The position peaked at $9.76K in Q3 2024. 337 funds tracked by Wall St. Rank hold FHLC as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 74 shares of Fidelity MSCI Health Care Index ETF worth $5.06K as of Q2 2025.
Fidelity MSCI Health Care Index ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #493 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Fidelity MSCI Health Care Index ETF position peaked at $9.76K in Q3 2024.
337 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2025.

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