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Oliver Lagore Vanvalin Investment Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24
Closed -$1.5K – 821
2024
Q1 		$1.5K Buy
+24
New +$1.42K ﹤0.01% 636
2023
Q3 		– Sell
-156
Closed -$8.59K – 897
2023
Q2 		$8.59K Buy
+156
New +$8.18K ﹤0.01% 493

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's VO Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Vanguard Mid-Cap ETF (VO) in Q2 2024, closing a stake of 24 shares — an estimated $1.5K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in VO in Q2 2023 and held it in 2 quarters. The position peaked at $8.59K in Q2 2023. 1,883 funds tracked by Wall St. Rank hold VO as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Vanguard Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 24 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $1.5K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Mid-Cap ETF in Q2 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Vanguard Mid-Cap ETF position peaked at $8.59K in Q2 2023.
  • 1,883 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.