OLVIG
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Oliver Lagore Vanvalin Investment Group’s Hartford Total Return Bond ETF HTRB Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio HTRB Stock Details HTRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-393
Closed -$12.6K – 819
2023
Q3 		$12.6K Sell
393
-640
-62% -$21.1K 0.01% 402
2023
Q2 		$34.5K Buy
+1,033
New +$34.9K 0.01% 296

Other funds holding HTRB

HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 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
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group sold out of Hartford Total Return Bond ETF (HTRB) in Q4 2023, closing a stake of 393 shares — an estimated $12.6K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in HTRB in Q2 2023 and held it in 2 quarters. The position peaked at $34.5K in Q2 2023. 95 funds tracked by Wall St. Rank hold HTRB as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Hartford Total Return Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 393 Hartford Total Return Bond ETF shares in Q4 2023, an estimated $12.6K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Hartford Total Return Bond ETF in Q2 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Hartford Total Return Bond ETF position peaked at $34.5K in Q2 2023.
  • 95 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2023.

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