Oliver Lagore Vanvalin Investment Group’s Vail Resorts MTN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$800	Buy	+5	New	+$743	﹤0.01%	598
2023 Q1	–	Sell	-28	Closed	-$6.68K	–	721
2022 Q4	$6.68K	Buy	28 +5	+22%	+$1.17K	﹤0.01%	426
2022 Q3	$5K	Buy	23 +6	+35%	+$1.36K	﹤0.01%	431
2022 Q2	$4K	Hold	17	–	–	﹤0.01%	443
2022 Q1	$7K	Buy	+17	New	+$4.63K	﹤0.01%	373

Other funds holding MTN

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MTN Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Vail Resorts (MTN) in Q2 2025: 5 shares worth $800. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in MTN as recently as Q4 2022.

Oliver Lagore Vanvalin Investment Group first reported a position in MTN in Q1 2022 and has held it in 5 quarters since. The position peaked at $7K in Q1 2022. 453 funds tracked by Wall St. Rank hold MTN as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 5 shares of Vail Resorts worth $800 as of Q2 2025.
Vail Resorts was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Vail Resorts made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #598 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Vail Resorts in Q1 2022 and has held it in 5 quarters since.
Oliver Lagore Vanvalin Investment Group's Vail Resorts position peaked at $7K in Q1 2022.
453 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.