Oliver Lagore Vanvalin Investment Group’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$62.4K	Buy	+1,658	New	+$60.6K	0.02%	226
2024 Q4	$83.6K	Sell	2,299 -948	-29%	-$35.9K	0.02%	195
2024 Q3	$122K	Sell	3,247 -1,761	-35%	-$63.9K	0.03%	161
2024 Q2	$175K	Sell	5,008 -60	-1%	-$2.12K	0.05%	126
2024 Q1	$183K	Buy	5,068 +987	+24%	+$33.3K	0.05%	132
2023 Q4	$135K	Sell	4,081 -46	-1%	-$1.44K	0.05%	131
2023 Q3	$126K	Buy	4,127 +2,402	+139%	+$76.5K	0.05%	148
2023 Q2	$54.3K	Buy	+1,725	New	+$53.1K	0.02%	243

Other funds holding TPHD

CIA

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FAM

Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group opened a new position in Timothy Plan High Dividend Stock ETF (TPHD) in Q2 2025: 1,658 shares worth $62.4K. The stake represents 0.02% of the portfolio and ranks #226 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in TPHD as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in TPHD in Q2 2023 and has held it in 8 quarters since. The position peaked at $183K in Q1 2024. 85 funds tracked by Wall St. Rank hold TPHD as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,658 shares of Timothy Plan High Dividend Stock ETF worth $62.4K as of Q2 2025.
Timothy Plan High Dividend Stock ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Timothy Plan High Dividend Stock ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #226 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Timothy Plan High Dividend Stock ETF in Q2 2023 and has held it in 8 quarters since.
Oliver Lagore Vanvalin Investment Group's Timothy Plan High Dividend Stock ETF position peaked at $183K in Q1 2024.
85 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q2 2025.

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