OWA
Octavia Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
1,963
+9
| +0.5% | +$2.53K | 0.06% | 106 |
|
|
2025
Q1 | $505K | Sell |
1,954
-85
| -4% | -$22K | 0.06% | 117 |
|
|
2024
Q4 | $539K | Buy |
2,039
+80
| +4% | +$21.1K | 0.07% | 112 |
|
|
2024
Q3 | $517K | Buy |
1,959
+3
| +0.2% | +$791 | 0.06% | 112 |
|
|
2024
Q2 | $475K | Buy |
1,956
+53
| +3% | +$12.9K | 0.06% | 119 |
|
|
2024
Q1 | $475K | Sell |
1,903
-19
| -1% | -$4.75K | 0.07% | 119 |
|
|
2023
Q4 | $447K | Sell |
1,922
-178
| -8% | -$41.4K | 0.08% | 127 |
|
|
2023
Q3 | $437K | Buy |
2,100
+178
| +9% | +$37.1K | 0.09% | 109 |
|
|
2023
Q2 | $423K | Buy |
1,922
+25
| +1% | +$5.5K | 0.09% | 111 |
|
|
2023
Q1 | $400K | Sell |
1,897
-198
| -9% | -$41.8K | 0.09% | 107 |
|
|
2022
Q4 | $427K | Sell |
2,095
-36
| -2% | -$7.34K | 0.11% | 98 |
|
|
2022
Q3 | $401K | Buy |
2,131
+196
| +10% | +$36.9K | 0.11% | 100 |
|
|
2022
Q2 | $382K | Sell |
1,935
-407
| -17% | -$80.3K | 0.1% | 108 |
|
|
2022
Q1 | $557K | Buy |
2,342
+45
| +2% | +$10.7K | 0.12% | 93 |
|
|
2021
Q4 | $585K | Sell |
2,297
-3
| -0.1% | -$764 | 0.13% | 91 |
|
|
2021
Q3 | $545K | Sell |
2,300
-122
| -5% | -$28.9K | 0.14% | 92 |
|
|
2021
Q2 | $575K | Sell |
2,422
-86
| -3% | -$20.4K | 0.15% | 85 |
|
|
2021
Q1 | $555K | Buy |
2,508
+601
| +32% | +$133K | 0.17% | 84 |
|
|
2020
Q4 | $394K | Buy |
+1,907
| New | +$394K | 0.13% | 109 |
|