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 $25.5B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

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

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $755M AUM 16.66% 1-Year Est. Return