Oliver Lagore Vanvalin Investment Group’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.3K | Buy |
+200
| New | +$14.3K | 0.01% | 383 |
|
2024
Q4 | $27.4K | Hold |
399
| – | – | 0.01% | 314 |
|
2024
Q3 | $32.9K | Hold |
399
| – | – | 0.01% | 287 |
|
2024
Q2 | $30K | Sell |
399
-1
| -0.3% | -$75 | 0.01% | 293 |
|
2024
Q1 | $31.7K | Hold |
400
| – | – | 0.01% | 286 |
|
2023
Q4 | $34.1K | Sell |
400
-150
| -27% | -$12.8K | 0.01% | 249 |
|
2023
Q3 | $40K | Hold |
550
| – | – | 0.02% | 264 |
|
2023
Q2 | $50.6K | Buy |
550
+35
| +7% | +$3.22K | 0.02% | 249 |
|
2023
Q1 | $49.3K | Buy |
515
+15
| +3% | +$1.44K | 0.02% | 191 |
|
2022
Q4 | $43.7K | Sell |
500
-42
| -8% | -$3.67K | 0.02% | 189 |
|
2022
Q3 | $50K | Buy |
542
+432
| +393% | +$39.9K | 0.03% | 169 |
|
2022
Q2 | $12K | Buy |
110
+90
| +450% | +$9.82K | 0.01% | 325 |
|
2022
Q1 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 487 |
|