Oliver Lagore Vanvalin Investment Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Buy |
+38,290
| New | +$5.59M | 2.19% | 9 |
|
|
2024
Q4 | $4.95M | Buy |
36,012
+12,573
| +54% | +$1.73M | 1.27% | 16 |
|
|
2024
Q3 | $3.61M | Buy |
23,439
+15,677
| +202% | +$2.41M | 0.97% | 19 |
|
|
2024
Q2 | $1.13M | Sell |
7,762
-3,578
| -32% | -$522K | 0.32% | 58 |
|
|
2024
Q1 | $1.68M | Sell |
11,340
-1,354
| -11% | -$200K | 0.49% | 40 |
|
|
2023
Q4 | $1.73M | Sell |
12,694
-2,168
| -15% | -$296K | 0.64% | 24 |
|
|
2023
Q3 | $1.91M | Buy |
14,862
+262
| +2% | +$33.7K | 0.76% | 23 |
|
|
2023
Q2 | $1.94M | Buy |
14,600
+6,964
| +91% | +$924K | 0.71% | 24 |
|
|
2023
Q1 | $989K | Sell |
7,636
-416
| -5% | -$53.9K | 0.42% | 27 |
|
|
2022
Q4 | $1.09M | Buy |
8,052
+625
| +8% | +$84.9K | 0.62% | 31 |
|
|
2022
Q3 | $900K | Buy |
7,427
+409
| +6% | +$49.6K | 0.58% | 28 |
|
|
2022
Q2 | $900K | Buy |
7,018
+219
| +3% | +$28.1K | 0.52% | 32 |
|
|
2022
Q1 | $931K | Sell |
6,799
-24,791
| -78% | -$3.39M | 0.62% | 32 |
|
|
2021
Q4 | $4.45M | Buy |
+31,590
| New | +$4.45M | 0.32% | 50 |
|