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Octavia Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Octavia Wealth Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,494
Closed -$309K – 238
2023
Q4 		$309K Buy
+3,494
New +$309K 0.05% 171