Oliver Lagore Vanvalin Investment Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Buy |
+700
| New | +$142K | 0.06% | 157 |
|
|
2024
Q4 | $144K | Buy |
+696
| New | +$144K | 0.04% | 141 |
|
|
2024
Q3 | – | Sell |
-8
| Closed | -$1.56K | – | 736 |
|
|
2024
Q2 | $1.56K | Sell |
8
-7
| -47% | -$1.36K | ﹤0.01% | 617 |
|
|
2024
Q1 | $2.81K | Sell |
15
-1
| -6% | -$187 | ﹤0.01% | 579 |
|
|
2023
Q4 | $2.51K | Hold |
16
| – | – | ﹤0.01% | 605 |
|
|
2023
Q3 | $2.24K | Sell |
16
-35
| -69% | -$4.89K | ﹤0.01% | 665 |
|
|
2023
Q2 | $7.36K | Buy |
51
+31
| +155% | +$4.47K | ﹤0.01% | 517 |
|
|
2023
Q1 | $2.78K | Sell |
20
-770
| -97% | -$107K | ﹤0.01% | 555 |
|
|
2022
Q4 | $115K | Buy |
+790
| New | +$115K | 0.07% | 110 |
|
|
2022
Q3 | – | Sell |
-28
| Closed | -$4K | – | 698 |
|
|
2022
Q2 | $4K | Hold |
28
| – | – | ﹤0.01% | 444 |
|
|
2022
Q1 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 410 |
|