OLVIG
V icon

Oliver Lagore Vanvalin Investment Group’s Visa V Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$514K Buy
+1,465
New +$511K 0.2% 92
2024
Q4 		$484K Hold
1,530
– – 0.12% 91
2024
Q3 		$421K Buy
1,530
+189
+14% +$51.1K 0.11% 93
2024
Q2 		$352K Buy
1,341
+1
+0.1% +$274 0.1% 93
2024
Q1 		$374K Sell
1,340
-50
-4% -$13.8K 0.11% 100
2023
Q4 		$362K Buy
1,390
+43
+3% +$10.6K 0.13% 88
2023
Q3 		$310K Buy
1,347
+108
+9% +$26K 0.12% 101
2023
Q2 		$294K Buy
1,239
+7
+0.6% +$1.6K 0.11% 117
2023
Q1 		$278K Buy
1,232
+7
+0.6% +$1.56K 0.12% 77
2022
Q4 		$254K Buy
1,225
+726
+145% +$146K 0.15% 76
2022
Q3 		$89K Buy
499
+57
+13% +$11.6K 0.06% 126
2022
Q2 		$87K Sell
442
-70
-14% -$14.5K 0.05% 139
2022
Q1 		$115K Buy
+512
New +$111K 0.08% 120

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return