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Oliver Lagore Vanvalin Investment Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio PULS Stock Details PULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-135
Closed -$7K – 714
2022
Q2 		$7K Buy
+135
New +$6.63K ﹤0.01% 379

Other funds holding PULS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PULS Position: Q3 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2022, closing a stake of 135 shares — an estimated $7K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in PULS in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 147 funds tracked by Wall St. Rank hold PULS as of Q3 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 135 PGIM Ultra Short Bond ETF shares in Q3 2022, an estimated $7K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in PGIM Ultra Short Bond ETF in Q2 2022 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's PGIM Ultra Short Bond ETF position peaked at $7K in Q2 2022.
  • 147 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2022, filed 15 Nov 2022.