Oliver Lagore Vanvalin Investment Group’s Goldman Sachs Future Health Care Equity ETF GDOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,196	Closed	-$218K	–	809
2023 Q3	$218K	Sell	7,196 -3,746	-34%	-$121K	0.09%	115
2023 Q2	$366K	Buy	+10,942	New	+$361K	0.13%	103

Other funds holding GDOC

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PWP

Private Wealth Partners Mill Valley, California $1.3B AUM 26.2% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $152M AUM 20.1% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's GDOC Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Goldman Sachs Future Health Care Equity ETF (GDOC) in Q4 2023, closing a stake of 7,196 shares — an estimated $218K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in GDOC in Q2 2023 and held it in 2 quarters. The position peaked at $366K in Q2 2023. 11 funds tracked by Wall St. Rank hold GDOC as of Q4 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining Goldman Sachs Future Health Care Equity ETF position as of Q4 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 7,196 Goldman Sachs Future Health Care Equity ETF shares in Q4 2023, an estimated $218K.
Oliver Lagore Vanvalin Investment Group first reported a position in Goldman Sachs Future Health Care Equity ETF in Q2 2023 and held it in 2 quarters.
Oliver Lagore Vanvalin Investment Group's Goldman Sachs Future Health Care Equity ETF position peaked at $366K in Q2 2023.
11 funds tracked by Wall St. Rank held Goldman Sachs Future Health Care Equity ETF as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.