Oliver Lagore Vanvalin Investment Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.3K | Buy |
+2,745
| New | +$63.3K | 0.02% | 222 |
|
|
2024
Q4 | $64.3K | Sell |
2,831
-660
| -19% | -$15K | 0.02% | 224 |
|
|
2024
Q3 | $83.1K | Buy |
3,491
+5
| +0.1% | +$119 | 0.02% | 193 |
|
|
2024
Q2 | $79.2K | Sell |
3,486
-42
| -1% | -$954 | 0.02% | 188 |
|
|
2024
Q1 | $81.1K | Buy |
3,528
+540
| +18% | +$12.4K | 0.02% | 195 |
|
|
2023
Q4 | $69.5K | Buy |
2,988
+337
| +13% | +$7.84K | 0.03% | 183 |
|
|
2023
Q3 | $57.7K | Sell |
2,651
-145
| -5% | -$3.16K | 0.02% | 224 |
|
|
2023
Q2 | $63.6K | Sell |
2,796
-17
| -0.6% | -$387 | 0.02% | 222 |
|
|
2023
Q1 | $64.7K | Sell |
2,813
-947
| -25% | -$21.8K | 0.03% | 171 |
|
|
2022
Q4 | $83.8K | Sell |
3,760
-1,887
| -33% | -$42.1K | 0.05% | 135 |
|
|
2022
Q3 | $123K | Buy |
5,647
+1,177
| +26% | +$25.6K | 0.08% | 113 |
|
|
2022
Q2 | $103K | Buy |
4,470
+869
| +24% | +$20K | 0.06% | 128 |
|
|
2022
Q1 | $87K | Buy |
+3,601
| New | +$87K | 0.06% | 142 |
|