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
2026 Q2	$2.38M	Sell	6,425 -1,139	-15%	-$407K	0.21%	43
2026 Q1	$2.43M	Buy	7,564 +303	+4%	+$102K	0.23%	43
2025 Q4	$2.43M	Sell	7,261 -2,241	-24%	-$746K	0.23%	48
2025 Q3	$3.13M	Buy	9,502 +3,254	+52%	+$1.03M	0.31%	41
2025 Q2	$1.9M	Sell	6,248 -1,143	-15%	-$321K	0.22%	47
2025 Q1	$2.03M	Buy	7,391 +88	+1%	+$25.6K	0.25%	45
2024 Q4	$2.12M	Sell	7,303 -795	-10%	-$232K	0.26%	43
2024 Q3	$2.3M	Buy	8,098 +2,125	+36%	+$580K	0.28%	40
2024 Q2	$1.6M	Buy	5,973 +220	+4%	+$56.9K	0.22%	50
2024 Q1	$1.5M	Sell	5,753 -354	-6%	-$87.6K	0.22%	53
2023 Q4	$1.45M	Sell	6,107 -2,407	-28%	-$532K	0.26%	53
2023 Q3	$1.81M	Buy	8,514 +2,521	+42%	+$558K	0.37%	42
2023 Q2	$1.32M	Buy	5,993 +461	+8%	+$96.2K	0.27%	46
2023 Q1	$1.13M	Sell	5,532 -404	-7%	-$80.9K	0.25%	54
2022 Q4	$1.13M	Sell	5,936 -301	-5%	-$58K	0.28%	55
2022 Q3	$1.12M	Sell	6,237 -663	-10%	-$132K	0.3%	56
2022 Q2	$1.3M	Buy	6,900 +75	+1%	+$15.4K	0.34%	49
2022 Q1	$1.55M	Buy	6,825 +1,155	+20%	+$260K	0.35%	47
2021 Q4	$1.37M	Buy	5,670 +449	+9%	+$106K	0.3%	51
2021 Q3	$1.16M	Sell	5,221 -643	-11%	-$147K	0.3%	56
2021 Q2	$1.31M	Sell	5,864 -2,035	-26%	-$442K	0.34%	57
2021 Q1	$1.63M	Sell	7,899 -1,337	-14%	-$271K	0.49%	44
2020 Q4	$1.8M	Buy	+9,236	New	+$1.69M	0.58%	39

Other funds holding VTI