Octavia Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Sell |
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|
2025
Q1 | $493K | Buy |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $474K | Buy |
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|
2024
Q2 | $417K | Buy |
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|
2024
Q1 | $393K | Buy |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $348K | Buy |
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|
2023
Q2 | $276K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.16M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $413K | Sell |
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|
2021
Q2 | $434K | Sell |
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|
2021
Q1 | $416K | Sell |
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|
2020
Q4 | $662K | Buy |
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