OWA
Octavia Wealth Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Sell |
143,862
-17,851
| -11% | -$2.02M | 1.85% | 15 |
|
|
2025
Q1 | $16.7M | Buy |
161,713
+15,603
| +11% | +$1.61M | 2.03% | 16 |
|
|
2024
Q4 | $16.5M | Buy |
146,110
+835
| +0.6% | +$94.1K | 2% | 18 |
|
|
2024
Q3 | $16.7M | Buy |
145,275
+9,351
| +7% | +$1.07M | 2.05% | 18 |
|
|
2024
Q2 | $14.9M | Buy |
135,924
+5,345
| +4% | +$585K | 2.03% | 14 |
|
|
2024
Q1 | $14.8M | Buy |
+130,579
| New | +$14.8M | 2.19% | 12 |
|