Oliver Lagore Vanvalin Investment Group’s NIO NIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.52K	Buy	+400	New	+$1.49K	﹤0.01%	573
2024 Q4	$1.75K	Hold	400	–	–	﹤0.01%	588
2024 Q3	$2.67K	Sell	400 -90	-18%	-$414	﹤0.01%	555
2024 Q2	$2.04K	Buy	490 +90	+23%	+$426	﹤0.01%	598
2024 Q1	$1.8K	Hold	400	–	–	﹤0.01%	626
2023 Q4	$3.63K	Buy	400 +396	+9,900%	+$3.14K	﹤0.01%	568
2023 Q3	$36	Hold	4	–	–	﹤0.01%	827
2023 Q2	$39	Hold	4	–	–	﹤0.01%	763
2023 Q1	$42	Sell	4 -120	-97%	-$1.23K	﹤0.01%	689
2022 Q4	$1.21K	Sell	124 -51	-29%	-$588	﹤0.01%	585
2022 Q3	$3K	Sell	175 -1,729	-91%	-$34.2K	﹤0.01%	501
2022 Q2	$41K	Buy	1,904 +1,729	+988%	+$31.7K	0.02%	194
2022 Q1	$4K	Buy	+175	New	+$4.12K	﹤0.01%	443

Other funds holding NIO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

Oliver Lagore Vanvalin Investment Group opened a new position in NIO (NIO) in Q2 2025: 400 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in NIO as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in NIO in Q1 2022 and has held it in 13 quarters since. The position peaked at $41K in Q2 2022. 382 funds tracked by Wall St. Rank hold NIO as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 400 shares of NIO worth $1.52K as of Q2 2025.
NIO was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
NIO made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #573 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in NIO in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's NIO position peaked at $41K in Q2 2022.
382 funds tracked by Wall St. Rank held NIO as of Q2 2025.

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