Oliver Lagore Vanvalin Investment Group’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-30	Closed	-$1.44K	–	739
2024 Q2	$1.44K	Buy	+30	New	+$1.47K	﹤0.01%	628
2023 Q2	–	Sell	-22	Closed	-$1K	–	822
2023 Q1	$1K	Buy	+22	New	+$1K	﹤0.01%	625
2022 Q3	–	Sell	-150	Closed	-$6K	–	702
2022 Q2	$6K	Buy	150 +118	+369%	+$5.37K	﹤0.01%	392
2022 Q1	$2K	Buy	+32	New	+$1.5K	﹤0.01%	511

Other funds holding NOBL

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

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

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

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

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's NOBL Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q3 2024, closing a stake of 30 shares — an estimated $1.44K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in NOBL in Q1 2022 and held it in 4 quarters. The position peaked at $6K in Q2 2022. 745 funds tracked by Wall St. Rank hold NOBL as of Q3 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q3 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 30 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2024, an estimated $1.44K.
Oliver Lagore Vanvalin Investment Group first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q1 2022 and held it in 4 quarters.
Oliver Lagore Vanvalin Investment Group's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $6K in Q2 2022.
745 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.