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OWA
Octavia Wealth Advisors’s
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
Stock Holding History
Octavia Wealth Advisors’s Portfolio
VIOG Stock Details
VIOG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-141,733
Closed
-$16.5M
–
237
2024
Q4
$16.5M
Buy
141,733
+170
+0.1%
+$20.7K
2%
17
2024
Q3
$17M
Buy
141,563
+7,585
+6%
+$879K
2.1%
15
2024
Q2
$14.8M
Buy
133,978
+5,650
+4%
+$621K
2.02%
15
2024
Q1
$14.4M
Buy
+128,328
New
+$13.8M
2.13%
15
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LWP
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1-Year Est. Return
DWA
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$158M AUM
18.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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