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Octavia Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Octavia Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$608K Sell
7,546
-534
-7% -$41.4K 0.05% 106
2026
Q1 		$580K Buy
8,080
+120
+2% +$8.92K 0.06% 120
2025
Q4 		$578K Sell
7,960
-800
-9% -$58.2K 0.06% 124
2025
Q3 		$645K Buy
8,760
+908
+12% +$65.2K 0.06% 113
2025
Q2 		$551K Buy
7,852
+36
+0.5% +$2.36K 0.06% 106
2025
Q1 		$505K Sell
7,816
-340
-4% -$22.8K 0.06% 117
2024
Q4 		$539K Buy
8,156
+320
+4% +$21.7K 0.07% 112
2024
Q3 		$517K Buy
7,836
+12
+0.2% +$753 0.06% 112
2024
Q2 		$475K Buy
7,824
+212
+3% +$12.9K 0.06% 119
2024
Q1 		$475K Sell
7,612
-76
-1% -$4.49K 0.07% 119
2023
Q4 		$447K Sell
7,688
-712
-8% -$38K 0.08% 127
2023
Q3 		$437K Buy
8,400
+712
+9% +$39K 0.09% 109
2023
Q2 		$423K Buy
7,688
+100
+1% +$5.24K 0.09% 111
2023
Q1 		$400K Sell
7,588
-792
-9% -$42.1K 0.09% 107
2022
Q4 		$427K Sell
8,380
-144
-2% -$7.33K 0.11% 98
2022
Q3 		$401K Buy
8,524
+784
+10% +$41K 0.11% 100
2022
Q2 		$382K Sell
7,740
-1,628
-17% -$88K 0.1% 108
2022
Q1 		$557K Buy
9,368
+180
+2% +$10.6K 0.12% 93
2021
Q4 		$585K Sell
9,188
-12
-0.1% -$752 0.13% 91
2021
Q3 		$545K Sell
9,200
-488
-5% -$29.5K 0.14% 92
2021
Q2 		$575K Sell
9,688
-344
-3% -$19.9K 0.15% 85
2021
Q1 		$555K Buy
10,032
+2,404
+32% +$130K 0.17% 84
2020
Q4 		$394K Buy
+7,628
New +$369K 0.13% 109

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