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Oliver Lagore Vanvalin Investment Group’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio SMDV Stock Details SMDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.35K Sell
20
-15
-43% -$1.06K ﹤0.01% 606
2024
Q3 		$2.42K Buy
+35
New +$2.36K ﹤0.01% 566

Other funds holding SMDV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SMDV Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group reduced its ProShares Russell 2000 Dividend Growers ETF (SMDV) stake by 43% in Q4 2024, selling an estimated $1.06K and leaving 20 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Oliver Lagore Vanvalin Investment Group first reported a position in SMDV in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.42K in Q3 2024. 142 funds tracked by Wall St. Rank hold SMDV as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 20 shares of ProShares Russell 2000 Dividend Growers ETF worth $1.35K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group sold 15 ProShares Russell 2000 Dividend Growers ETF shares in Q4 2024, an estimated $1.06K.
  • ProShares Russell 2000 Dividend Growers ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #606 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q3 2024 and has held it in 2 quarters since.
  • Oliver Lagore Vanvalin Investment Group's ProShares Russell 2000 Dividend Growers ETF position peaked at $2.42K in Q3 2024.
  • 142 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.