Oliver Lagore Vanvalin Investment Group’s VanEck Steel ETF SLX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$984	Buy	+16	New	+$987	﹤0.01%	591
2024 Q4	$935	Hold	16	–	–	﹤0.01%	614
2024 Q3	$1.13K	Buy	+16	New	+$1.07K	﹤0.01%	612

Other funds holding SLX

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

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

CFG

Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in VanEck Steel ETF (SLX) in Q2 2025: 16 shares worth $984. The stake represents ﹤0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SLX as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SLX in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.13K in Q3 2024. 38 funds tracked by Wall St. Rank hold SLX as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 16 shares of VanEck Steel ETF worth $984 as of Q2 2025.
VanEck Steel ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
VanEck Steel ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #591 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in VanEck Steel ETF in Q3 2024 and has held it in 3 quarters since.
Oliver Lagore Vanvalin Investment Group's VanEck Steel ETF position peaked at $1.13K in Q3 2024.
38 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q2 2025.

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