Oliver Lagore Vanvalin Investment Group’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13K	Buy	+400	New	+$12.8K	0.01%	396
2024 Q4	$13.8K	Hold	500	–	–	﹤0.01%	402
2024 Q3	$14.9K	Hold	500	–	–	﹤0.01%	381
2024 Q2	$13.9K	Hold	500	–	–	﹤0.01%	376
2024 Q1	$11.9K	Hold	500	–	–	﹤0.01%	395
2023 Q4	$11.4K	Hold	500	–	–	﹤0.01%	395
2023 Q3	$10.6K	Hold	500	–	–	﹤0.01%	433
2023 Q2	$10.9K	Hold	500	–	–	﹤0.01%	447
2023 Q1	$11.6K	Sell	500 -100	-17%	-$2.16K	﹤0.01%	367
2022 Q4	$13.8K	Hold	600	–	–	0.01%	324
2022 Q3	$11K	Hold	600	–	–	0.01%	331
2022 Q2	$12K	Hold	600	–	–	0.01%	323
2022 Q1	$14K	Buy	+600	New	+$13.9K	0.01%	298

Other funds holding SIVR

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

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

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

Oliver Lagore Vanvalin Investment Group opened a new position in abrdn Physical Silver Shares ETF (SIVR) in Q2 2025: 400 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SIVR as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SIVR in Q1 2022 and has held it in 13 quarters since. The position peaked at $14.9K in Q3 2024. 234 funds tracked by Wall St. Rank hold SIVR as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 400 shares of abrdn Physical Silver Shares ETF worth $13K as of Q2 2025.
abrdn Physical Silver Shares ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
abrdn Physical Silver Shares ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #396 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in abrdn Physical Silver Shares ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's abrdn Physical Silver Shares ETF position peaked at $14.9K in Q3 2024.
234 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2025.

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