OLVIG
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Oliver Lagore Vanvalin Investment Group’s Inspire Corporate Bond ETF IBD Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio IBD Stock Details IBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-103
Closed -$2.4K – 719
2024
Q2 		$2.4K Hold
103
– – ﹤0.01% 586
2024
Q1 		$2.42K Hold
103
– – ﹤0.01% 606
2023
Q4 		$2.43K Hold
103
– – ﹤0.01% 617
2023
Q3 		$2.33K Sell
103
-2,375
-96% -$54.5K ﹤0.01% 672
2023
Q2 		$57.2K Buy
+2,478
New +$57.6K 0.02% 238

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IBD Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Inspire Corporate Bond ETF (IBD) in Q3 2024, closing a stake of 103 shares — an estimated $2.4K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in IBD in Q2 2023 and held it in 5 quarters. The position peaked at $57.2K in Q2 2023. 80 funds tracked by Wall St. Rank hold IBD as of Q3 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Inspire Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 103 Inspire Corporate Bond ETF shares in Q3 2024, an estimated $2.4K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Inspire Corporate Bond ETF in Q2 2023 and held it in 5 quarters.
  • Oliver Lagore Vanvalin Investment Group's Inspire Corporate Bond ETF position peaked at $57.2K in Q2 2023.
  • 80 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.