Oliver Lagore Vanvalin Investment Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9	Closed	-$848	–	826
2023 Q3	$848	Hold	9	–	–	﹤0.01%	748
2023 Q2	$881	Sell	9 -271	-97%	-$25.1K	﹤0.01%	701
2023 Q1	$25.4K	Buy	280 +271	+3,011%	+$24.1K	0.01%	263
2022 Q4	$763	Hold	9	–	–	﹤0.01%	614
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	581
2022 Q2	$1K	Buy	+9	New	+$820	﹤0.01%	558

Other funds holding ITOT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Oliver Lagore Vanvalin Investment Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2023, closing a stake of 9 shares — an estimated $848 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in ITOT in Q2 2022 and held it in 6 quarters. The position peaked at $25.4K in Q1 2023. 1,179 funds tracked by Wall St. Rank hold ITOT as of Q4 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 9 iShares Core S&P Total US Stock Market ETF shares in Q4 2023, an estimated $848.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and held it in 6 quarters.
Oliver Lagore Vanvalin Investment Group's iShares Core S&P Total US Stock Market ETF position peaked at $25.4K in Q1 2023.
1,179 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2023.

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