Octavia Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $442K | Buy |
|
|||||
|
2025
Q2 | $394K | Sell |
|
|||||
|
2025
Q1 | $402K | Buy |
|
|||||
|
2024
Q4 | $397K | Hold |
|
|||||
|
2024
Q3 | $372K | Sell |
|
|||||
|
2024
Q2 | $352K | Buy |
|
|||||
|
2024
Q1 | $332K | Sell |
|
|||||
|
2023
Q4 | $331K | Sell |
|
|||||
|
2023
Q3 | $307K | Sell |
|
|||||
|
2023
Q2 | $334K | Sell |
|
|||||
|
2023
Q1 | $329K | Sell |
|
|||||
|
2022
Q4 | $376K | Sell |
|
|||||
|
2022
Q3 | $356K | Sell |
|
|||||
|
2022
Q2 | $438K | Sell |
|
|||||
|
2022
Q1 | $543K | Sell |
|
|||||
|
2021
Q4 | $618K | Buy |
|
|||||
|
2021
Q3 | $594K | Sell |
|
|||||
|
2021
Q2 | $600K | Sell |
|
|||||
|
2021
Q1 | $663K | Sell |
|
|||||
|
2020
Q4 | $704K | Buy |
|