Oliver Lagore Vanvalin Investment Group’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55K | Buy |
+1,076
| New | +$55K | 0.02% | 239 |
|
|
2024
Q4 | $55K | Hold |
1,076
| – | – | 0.01% | 240 |
|
|
2024
Q3 | $56.9K | Hold |
1,076
| – | – | 0.02% | 237 |
|
|
2024
Q2 | $52.4K | Hold |
1,076
| – | – | 0.02% | 233 |
|
|
2024
Q1 | $53.9K | Sell |
1,076
-2,587
| -71% | -$130K | 0.02% | 237 |
|
|
2023
Q4 | $171K | Sell |
3,663
-2,370
| -39% | -$111K | 0.06% | 117 |
|
|
2023
Q3 | $249K | Sell |
6,033
-4,377
| -42% | -$181K | 0.1% | 109 |
|
|
2023
Q2 | $450K | Buy |
10,410
+10,408
| +520,400% | +$450K | 0.16% | 86 |
|
|
2023
Q1 | $81 | Buy |
+2
| New | +$81 | ﹤0.01% | 681 |
|