Octavia Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
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|
2025
Q1 | $593K | Buy |
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|
2024
Q4 | $650K | Sell |
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|
2024
Q3 | $673K | Sell |
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|
2024
Q2 | $816K | Sell |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $18.1M | Buy |
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|
2023
Q3 | $15.4M | Sell |
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|
2023
Q2 | $17.5M | Buy |
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|
2023
Q1 | $14.9M | Sell |
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|
2022
Q4 | $15.8M | Buy |
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|
2022
Q3 | $10.9M | Buy |
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|
2022
Q2 | $10.6M | Buy |
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|
2022
Q1 | $12.7M | Buy |
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|
2021
Q4 | $12.5M | Buy |
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|
2021
Q3 | $9.96M | Buy |
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