Oliver Lagore Vanvalin Investment Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.95M	Buy	+87,425	New	+$6.3M	2.34%	8
2024 Q4	$5.05M	Sell	66,373 -9,256	-12%	-$693K	1.29%	15
2024 Q3	$5.42M	Buy	75,629 +4,355	+6%	+$302K	1.45%	14
2024 Q2	$4.98M	Buy	71,274 +3,479	+5%	+$228K	1.43%	14
2024 Q1	$4.37M	Buy	67,795 +3,502	+5%	+$217K	1.28%	16
2023 Q4	$3.81M	Buy	64,293 +7,354	+13%	+$403K	1.42%	11
2023 Q3	$2.96M	Sell	56,939 -19,982	-26%	-$1.08M	1.17%	11
2023 Q2	$4.16M	Sell	76,921 -13,823	-15%	-$688K	1.52%	15
2023 Q1	$4.35M	Buy	90,744 +90,644	+90,644%	+$4.08M	1.86%	14
2022 Q4	$4.1K	Sell	100 -200	-67%	-$8.54K	﹤0.01%	490
2022 Q3	$12K	Hold	300	–	–	0.01%	317
2022 Q2	$13K	Hold	300	–	–	0.01%	314
2022 Q1	$17K	Buy	+300	New	+$16.4K	0.01%	272

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2025: 87,425 shares worth $5.95M. The stake represents 2.34% of the portfolio and ranks #8 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ONEQ as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ONEQ in Q1 2022 and has held it in 13 quarters since. 364 funds tracked by Wall St. Rank hold ONEQ as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 87,425 shares of Fidelity Nasdaq Composite Index ETF worth $5.95M as of Q2 2025.
Fidelity Nasdaq Composite Index ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Fidelity Nasdaq Composite Index ETF made up 2.34% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #8 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q1 2022 and has held it in 13 quarters since.
364 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2025.

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