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Oliver Lagore Vanvalin Investment Group’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-143
Closed -$9.51K – 741
2022
Q4 		$9.51K Sell
143
-83
-37% -$5.45K 0.01% 368
2022
Q3 		$13K Sell
226
-103
-31% -$6.79K 0.01% 307
2022
Q2 		$21K Sell
329
-63
-16% -$4.33K 0.01% 256
2022
Q1 		$28K Buy
+392
New +$28.2K 0.02% 224

Other funds holding VONV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's VONV Position: Q1 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Vanguard Russell 1000 Value ETF (VONV) in Q1 2023, closing a stake of 143 shares — an estimated $9.51K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in VONV in Q1 2022 and held it in 4 quarters. The position peaked at $28K in Q1 2022. 321 funds tracked by Wall St. Rank hold VONV as of Q1 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Vanguard Russell 1000 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 143 Vanguard Russell 1000 Value ETF shares in Q1 2023, an estimated $9.51K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Russell 1000 Value ETF in Q1 2022 and held it in 4 quarters.
  • Oliver Lagore Vanvalin Investment Group's Vanguard Russell 1000 Value ETF position peaked at $28K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2023, filed 20 Jun 2023.