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

Octavia Wealth Advisors’s Portfolio IVOV Stock Details IVOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$16.2M	Sell
2025 Q1	$17.2M	Buy
2024 Q4	$16.9M	Sell
2024 Q3	$17M	Buy
2024 Q2	$14.7M	Buy
2024 Q1	$14.6M	Buy