OLVIG
Oliver Lagore Vanvalin Investment Group’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
+3,071
| New | +$309K | 0.12% | 111 |
|
|
2024
Q4 | $327K | Sell |
3,259
-976
| -23% | -$97.9K | 0.08% | 103 |
|
|
2024
Q3 | $427K | Buy |
4,235
+2,300
| +119% | +$232K | 0.11% | 92 |
|
|
2024
Q2 | $195K | Sell |
1,935
-14,275
| -88% | -$1.44M | 0.06% | 118 |
|
|
2024
Q1 | $1.63M | Sell |
16,210
-79,785
| -83% | -$8.04M | 0.48% | 42 |
|
|
2023
Q4 | $9.63M | Sell |
95,995
-232,557
| -71% | -$23.3M | 3.58% | 4 |
|
|
2023
Q3 | $33.1M | Buy |
328,552
+232,554
| +242% | +$23.4M | 13.1% | 2 |
|
|
2023
Q2 | $9.66M | Sell |
95,998
-138,003
| -59% | -$13.9M | 3.54% | 8 |
|
|
2023
Q1 | $23.5M | Buy |
+234,001
| New | +$23.5M | 10.05% | 2 |
|