OWA
Octavia Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Sell |
8,605
-37
| -0.4% | -$3.07K | 0.08% | 92 |
|
|
2025
Q1 | $707K | Buy |
8,642
+3,978
| +85% | +$325K | 0.09% | 91 |
|
|
2024
Q4 | $374K | Buy |
4,664
+1
| +0% | +$80 | 0.05% | 142 |
|
|
2024
Q3 | $390K | Buy |
4,663
+1
| +0% | +$84 | 0.05% | 146 |
|
|
2024
Q2 | $373K | Buy |
4,662
+963
| +26% | +$77K | 0.05% | 150 |
|
|
2024
Q1 | $298K | Buy |
+3,699
| New | +$298K | 0.04% | 167 |
|
|
2022
Q1 | – | Sell |
-2,862
| Closed | -$265K | – | 209 |
|
|
2021
Q4 | $265K | Sell |
2,862
-209
| -7% | -$19.4K | 0.06% | 163 |
|
|
2021
Q3 | $291K | Sell |
3,071
-498
| -14% | -$47.2K | 0.07% | 134 |
|
|
2021
Q2 | $339K | Sell |
3,569
-593
| -14% | -$56.3K | 0.09% | 117 |
|
|
2021
Q1 | $387K | Sell |
4,162
-2,084
| -33% | -$194K | 0.12% | 113 |
|
|
2020
Q4 | $607K | Buy |
+6,246
| New | +$607K | 0.2% | 82 |
|