OLVIG
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Oliver Lagore Vanvalin Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5
Closed -$2.64K – 734
2024
Q3 		$2.64K Sell
5
-122
-96% -$62K ﹤0.01% 558
2024
Q2 		$63.5K Buy
127
+122
+2,440% +$58.7K 0.02% 214
2024
Q1 		$2.4K Sell
5
-64
-93% -$29.3K ﹤0.01% 607
2023
Q4 		$30.1K Sell
69
-29
-30% -$11.9K 0.01% 267
2023
Q3 		$38.5K Sell
98
-206
-68% -$84.2K 0.02% 270
2023
Q2 		$124K Buy
304
+251
+474% +$96.8K 0.05% 156
2023
Q1 		$19.7K Sell
53
-98
-65% -$35.9K 0.01% 284
2022
Q4 		$52.9K Sell
151
-3,022
-95% -$1.07M 0.03% 175
2022
Q3 		$1.04M Buy
3,173
+447
+16% +$163K 0.67% 25
2022
Q2 		$946K Sell
2,726
-1,371
-33% -$516K 0.55% 31
2022
Q1 		$1.69M Sell
4,097
-16,583
-80% -$6.79M 1.13% 18
2021
Q4 		$9.03M Buy
+20,680
New +$8.73M 0.65% 25

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's VOO Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Vanguard S&P 500 ETF (VOO) in Q4 2024, closing a stake of 5 shares — an estimated $2.64K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in VOO in Q4 2021 and held it in 12 quarters. The position peaked at $9.03M in Q4 2021. 3,322 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Vanguard S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 5 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $2.64K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 12 quarters.
  • Oliver Lagore Vanvalin Investment Group's Vanguard S&P 500 ETF position peaked at $9.03M in Q4 2021.
  • 3,322 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.