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Oliver Lagore Vanvalin Investment Group’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio HDEF Stock Details HDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-26
Closed -$642 – 776
2023
Q4 		$642 Sell
26
-6
-19% -$138 ﹤0.01% 684
2023
Q3 		$723 Buy
+32
New +$739 ﹤0.01% 757

Other funds holding HDEF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $430M AUM 17.76% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's HDEF Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q1 2024, closing a stake of 26 shares — an estimated $642 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in HDEF in Q3 2023 and held it in 2 quarters. The position peaked at $723 in Q3 2023. 91 funds tracked by Wall St. Rank hold HDEF as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 26 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q1 2024, an estimated $642.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q3 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $723 in Q3 2023.
  • 91 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.