Oliver Lagore Vanvalin Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
+2,219
| New | +$1.25M | 0.49% | 50 |
|
|
2024
Q4 | $1.61M | Buy |
2,735
+77
| +3% | +$45.3K | 0.41% | 49 |
|
|
2024
Q3 | $1.53M | Sell |
2,658
-537
| -17% | -$310K | 0.41% | 53 |
|
|
2024
Q2 | $1.75M | Sell |
3,195
-762
| -19% | -$417K | 0.5% | 41 |
|
|
2024
Q1 | $2.08M | Sell |
3,957
-2,357
| -37% | -$1.24M | 0.61% | 28 |
|
|
2023
Q4 | $3.02M | Sell |
6,314
-380
| -6% | -$181K | 1.12% | 16 |
|
|
2023
Q3 | $2.87M | Sell |
6,694
-13
| -0.2% | -$5.58K | 1.14% | 13 |
|
|
2023
Q2 | $2.99M | Buy |
6,707
+2,074
| +45% | +$924K | 1.09% | 17 |
|
|
2023
Q1 | $1.9M | Buy |
4,633
+452
| +11% | +$186K | 0.81% | 16 |
|
|
2022
Q4 | $1.61M | Sell |
4,181
-2,242
| -35% | -$861K | 0.91% | 23 |
|
|
2022
Q3 | $2.3M | Sell |
6,423
-428
| -6% | -$154K | 1.49% | 13 |
|
|
2022
Q2 | $2.6M | Buy |
6,851
+175
| +3% | +$66.4K | 1.52% | 14 |
|
|
2022
Q1 | $3.07M | Sell |
6,676
-28,884
| -81% | -$13.3M | 2.06% | 11 |
|
|
2021
Q4 | $17M | Buy |
+35,560
| New | +$17M | 1.22% | 14 |
|