Octavia Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
|
|||||
|
2025
Q1 | $505K | Sell |
|
|||||
|
2024
Q4 | $539K | Buy |
|
|||||
|
2024
Q3 | $517K | Buy |
|
|||||
|
2024
Q2 | $475K | Buy |
|
|||||
|
2024
Q1 | $475K | Sell |
|
|||||
|
2023
Q4 | $447K | Sell |
|
|||||
|
2023
Q3 | $437K | Buy |
|
|||||
|
2023
Q2 | $423K | Buy |
|
|||||
|
2023
Q1 | $400K | Sell |
|
|||||
|
2022
Q4 | $427K | Sell |
|
|||||
|
2022
Q3 | $401K | Buy |
|
|||||
|
2022
Q2 | $382K | Sell |
|
|||||
|
2022
Q1 | $557K | Buy |
|
|||||
|
2021
Q4 | $585K | Sell |
|
|||||
|
2021
Q3 | $545K | Sell |
|
|||||
|
2021
Q2 | $575K | Sell |
|
|||||
|
2021
Q1 | $555K | Buy |
|
|||||
|
2020
Q4 | $394K | Buy |
|