Octavia Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Sell |
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|
2025
Q2 | $993K | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $14.4M | Buy |
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|
2023
Q3 | $12.3M | Buy |
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|
2023
Q2 | $12.3M | Buy |
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|
2023
Q1 | $10.8M | Buy |
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|
2022
Q4 | $8.95M | Buy |
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|
2022
Q3 | $7.63M | Sell |
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|
2022
Q2 | $8.26M | Sell |
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|
2022
Q1 | $9.88M | Buy |
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|
2021
Q4 | $9.53M | Buy |
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|
2021
Q3 | $7.88M | Sell |
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|
2021
Q2 | $8.9M | Buy |
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|
2021
Q1 | $7.62M | Buy |
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|
2020
Q4 | $4.16M | Buy |
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