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Oliver Lagore Vanvalin Investment Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4
Closed -$724 – 828
2023
Q4 		$724 Buy
+4
New +$653 ﹤0.01% 678
2023
Q2 		– Sell
-52
Closed -$8.26K – 840
2023
Q1 		$8.26K Buy
+52
New +$8.61K ﹤0.01% 408

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's VBR Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2024, closing a stake of 4 shares — an estimated $724 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in VBR in Q1 2023 and held it in 2 quarters. The position peaked at $8.26K in Q1 2023. 1,375 funds tracked by Wall St. Rank hold VBR as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 4 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2024, an estimated $724.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $8.26K in Q1 2023.
  • 1,375 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.