OLVIG
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Oliver Lagore Vanvalin Investment Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-529
Closed -$26.6K – 841
2023
Q4 		$26.6K Sell
529
-850
-62% -$42.7K 0.01% 284
2023
Q3 		$69.4K Sell
1,379
-2,347
-63% -$118K 0.03% 199
2023
Q2 		$187K Buy
+3,726
New +$187K 0.07% 129