Octavia Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
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|
2025
Q1 | $2.64M | Sell |
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|
2024
Q4 | $2.94M | Buy |
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|
2024
Q3 | $2.87M | Buy |
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|
2024
Q2 | $2.61M | Buy |
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|
2024
Q1 | $2.7M | Buy |
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|
2023
Q4 | $2.49M | Sell |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $2.36M | Sell |
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|
2023
Q1 | $2.26M | Buy |
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|
2022
Q4 | $2.18M | Buy |
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|
2022
Q3 | $2.01M | Sell |
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|
2022
Q2 | $2.09M | Sell |
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|
2022
Q1 | $2.56M | Buy |
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|
2021
Q4 | $2.67M | Buy |
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|
2021
Q3 | $2.57M | Sell |
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|
2021
Q2 | $2.67M | Sell |
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|
2021
Q1 | $2.63M | Buy |
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|
2020
Q4 | $2.38M | Buy |
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