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	0.8%	22
2023 Q1	$2.72M	Sell	60,185 -11,092	-16%	-$491K	1.16%	15
2022 Q4	$3.19M	Buy	71,277 +3,811	+6%	+$167K	1.8%	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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2025: 169 shares worth $8.64K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in FSTA as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in FSTA in Q4 2021 and has held it in 14 quarters since. The position peaked at $20.5M in Q4 2021. 203 funds tracked by Wall St. Rank hold FSTA as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 169 shares of Fidelity MSCI Consumer Staples Index ETF worth $8.64K as of Q2 2025.
Fidelity MSCI Consumer Staples Index ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #439 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's Fidelity MSCI Consumer Staples Index ETF position peaked at $20.5M in Q4 2021.
203 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2025.

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