Oliver Lagore Vanvalin Investment Group’s iShares Core High Dividend ETF HDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-135	Closed	-$2.75K	–	807
2023 Q1	$2.75K	Sell	135 -75	-36%	-$1.54K	﹤0.01%	561
2022 Q4	$4.42K	Sell	210 -10,595	-98%	-$217K	﹤0.01%	482
2022 Q3	$197K	Sell	10,805 -3,325	-24%	-$67.2K	0.13%	84
2022 Q2	$284K	Buy	+14,130	New	+$298K	0.17%	72

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's HDV Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares Core High Dividend ETF (HDV) in Q2 2023, closing a stake of 135 shares — an estimated $2.75K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in HDV in Q2 2022 and held it in 4 quarters. The position peaked at $284K in Q2 2022. 711 funds tracked by Wall St. Rank hold HDV as of Q2 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares Core High Dividend ETF position as of Q2 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 135 iShares Core High Dividend ETF shares in Q2 2023, an estimated $2.75K.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Core High Dividend ETF in Q2 2022 and held it in 4 quarters.
Oliver Lagore Vanvalin Investment Group's iShares Core High Dividend ETF position peaked at $284K in Q2 2022.
711 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.