Octavia Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
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|
2025
Q1 | $2.03M | Buy |
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|
2024
Q4 | $2.12M | Sell |
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|
2024
Q3 | $2.3M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $1.81M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $1.3M | Buy |
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|
2022
Q1 | $1.55M | Buy |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.31M | Sell |
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|
2021
Q1 | $1.63M | Sell |
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|
2020
Q4 | $1.8M | Buy |
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