OWA
Octavia Wealth Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
169,788
-16,908
| -9% | -$1.61M | 1.84% | 16 |
|
|
2025
Q1 | $17.2M | Buy |
186,696
+9,510
| +5% | +$875K | 2.09% | 13 |
|
|
2024
Q4 | $16.9M | Sell |
177,186
-221
| -0.1% | -$21.1K | 2.05% | 16 |
|
|
2024
Q3 | $17M | Buy |
177,407
+9,725
| +6% | +$931K | 2.09% | 17 |
|
|
2024
Q2 | $14.7M | Buy |
167,682
+7,272
| +5% | +$637K | 2% | 16 |
|
|
2024
Q1 | $14.6M | Buy |
+160,410
| New | +$14.6M | 2.15% | 14 |
|