Octavia Wealth Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16.3M Sell
2025
Q1
$16.7M Buy
2024
Q4
$16.5M Buy
2024
Q3
$16.7M Buy
2024
Q2
$14.9M Buy
2024
Q1
$14.8M Buy