Octavia Wealth Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $452K | Sell |
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|
2025
Q2 | $463K | Sell |
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|
2025
Q1 | $517K | Buy |
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|
2024
Q4 | $517K | Sell |
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|
2024
Q3 | $562K | Sell |
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|
2024
Q2 | $634K | Sell |
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|
2024
Q1 | $861K | Sell |
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|
2023
Q4 | $13.4M | Buy |
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|
2023
Q3 | $11.6M | Buy |
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|
2023
Q2 | $11.7M | Buy |
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|
2023
Q1 | $10.5M | Buy |
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|
2022
Q4 | $8.39M | Buy |
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|
2022
Q3 | $7M | Sell |
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|
2022
Q2 | $7.71M | Buy |
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|
2022
Q1 | $8.76M | Buy |
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|
2021
Q4 | $8.06M | Buy |
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|
2021
Q3 | $6.34M | Buy |
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|
2021
Q2 | $5.87M | Buy |
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|
2021
Q1 | $4.95M | Buy |
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|
2020
Q4 | $1.99M | Buy |
|