Vanguard Mid-Cap Value ETF shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Vanguard Mid-Cap Value ETF
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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $861k | 5.5k | 155.90 |
| 2023-12-31 | $13M | 93k | 145.01 |
| 2023-09-30 | $12M | 88k | 130.96 |
| 2023-06-30 | $12M | 85k | 138.38 |
| 2023-03-31 | $11M | 78k | 134.07 |
| 2022-12-31 | $8.4M | 62k | 135.24 |
| 2022-09-30 | $7.0M | 58k | 121.77 |
| 2022-06-30 | $7.7M | 60k | 129.20 |
| 2022-03-31 | $8.8M | 59k | 149.68 |
| 2021-12-31 | $8.1M | 54k | 150.33 |
| 2021-09-30 | $6.3M | 45k | 139.70 |
| 2021-06-30 | $5.9M | 42k | 140.49 |
| 2021-03-31 | $4.9M | 37k | 134.88 |
| 2020-12-31 | $2.0M | 17k | 118.96 |