Oliver Lagore Vanvalin Investment Group’s ProShares Short S&P500 SH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$77.1K	Buy	+1,730	New	+$74.9K	0.03%	206
2024 Q4	–	Sell	-2,000	Closed	-$86.8K	–	726
2024 Q3	$86.8K	Buy	+2,000	New	+$90.6K	0.02%	188
2024 Q2	–	Hold	0	–	-$10	–	804
2024 Q1	–	Sell	-375	Closed	-$18.8K	–	729
2023 Q4	$19.5K	Sell	375 -1,497	-80%	-$83.8K	0.01%	318
2023 Q3	$108K	Sell	1,872 -22,073	-92%	-$1.23M	0.04%	158
2023 Q2	$1.33M	Buy	23,945 +2,806	+13%	+$165K	0.49%	37
2023 Q1	$1.27M	Buy	+21,139	New	+$1.31M	0.54%	23

Other funds holding SH

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

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

RCP

Rothschild Capital Partners New York $408M AUM 25.87% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in ProShares Short S&P500 (SH) in Q2 2025: 1,730 shares worth $77.1K. The stake represents 0.03% of the portfolio and ranks #206 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SH as recently as Q3 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SH in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.33M in Q2 2023. 123 funds tracked by Wall St. Rank hold SH as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,730 shares of ProShares Short S&P500 worth $77.1K as of Q2 2025.
ProShares Short S&P500 was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
ProShares Short S&P500 made up 0.03% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #206 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in ProShares Short S&P500 in Q1 2023 and has held it in 6 quarters since.
Oliver Lagore Vanvalin Investment Group's ProShares Short S&P500 position peaked at $1.33M in Q2 2023.
123 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q2 2025.

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