OLVIG
FSTA icon

Oliver Lagore Vanvalin Investment Group’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio FSTA Stock Details FSTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.64K Buy
+169
New +$8.65K ﹤0.01% 439
2024
Q4 		$24.5K Sell
495
-4,715
-90% -$239K 0.01% 336
2024
Q3 		$266K Sell
5,210
-3,403
-40% -$169K 0.07% 105
2024
Q2 		$408K Sell
8,613
-9,763
-53% -$462K 0.12% 89
2024
Q1 		$874K Sell
18,376
-10,971
-37% -$503K 0.26% 73
2023
Q4 		$1.31M Sell
29,347
-21,477
-42% -$919K 0.49% 33
2023
Q3 		$2.16M Buy
50,824
+2,606
+5% +$117K 0.86% 19
2023
Q2 		$2.19M Sell
48,218
-11,967
-20% -$545K 0.82% 22
2023
Q1 		$2.72M Sell
60,185
-11,092
-16% -$491K 1.22% 15
2022
Q4 		$3.19M Buy
71,277
+3,811
+6% +$167K 1.83% 10
2022
Q3 		$2.71M Buy
67,466
+482
+0.7% +$21.2K 1.75% 10
2022
Q2 		$2.9M Sell
66,984
-7,353
-10% -$332K 1.69% 11
2022
Q1 		$3.42M Sell
74,337
-364,533
-83% -$16.6M 2.29% 8
2021
Q4 		$20.5M Buy
+438,870
New +$19.3M 1.47% 12

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.12B AUM 16.09% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return