OLVIG
Oliver Lagore Vanvalin Investment Group’s iShares TIPS Bond ETF TIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2K | Buy |
+254
| New | +$28.2K | 0.01% | 308 |
|
|
2024
Q4 | $24.9K | Hold |
234
| – | – | 0.01% | 332 |
|
|
2024
Q3 | $25.9K | Sell |
234
-552
| -70% | -$61K | 0.01% | 315 |
|
|
2024
Q2 | $84K | Sell |
786
-401
| -34% | -$42.8K | 0.02% | 183 |
|
|
2024
Q1 | $127K | Sell |
1,187
-19,055
| -94% | -$2.05M | 0.04% | 156 |
|
|
2023
Q4 | $2.18M | Buy |
20,242
+1,718
| +9% | +$185K | 0.81% | 21 |
|
|
2023
Q3 | $1.92M | Sell |
18,524
-42,979
| -70% | -$4.46M | 0.76% | 22 |
|
|
2023
Q2 | $6.62M | Buy |
61,503
+57,088
| +1,293% | +$6.14M | 2.42% | 10 |
|
|
2023
Q1 | $487K | Sell |
4,415
-5,698
| -56% | -$628K | 0.21% | 50 |
|
|
2022
Q4 | $1.08M | Buy |
10,113
+4,986
| +97% | +$531K | 0.61% | 32 |
|
|
2022
Q3 | $538K | Buy |
5,127
+65
| +1% | +$6.82K | 0.35% | 44 |
|
|
2022
Q2 | $577K | Buy |
5,062
+1,638
| +48% | +$187K | 0.34% | 44 |
|
|
2022
Q1 | $414K | Sell |
3,424
-52,256
| -94% | -$6.32M | 0.28% | 67 |
|
|
2021
Q4 | $7.19M | Buy |
+55,680
| New | +$7.19M | 0.52% | 30 |
|