Vanguard Financials ETF shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $435k | 3.3k | 133.49 |
| 2025-09-30 | $442k | 3.4k | 131.22 |
| 2025-06-30 | $394k | 3.1k | 127.29 |
| 2025-03-31 | $402k | 3.4k | 119.45 |
| 2024-12-31 | $397k | 3.4k | 118.08 |
| 2024-09-30 | $372k | 3.4k | 110.46 |
| 2024-06-30 | $352k | 3.5k | 100.34 |
| 2024-03-31 | $332k | 3.2k | 102.39 |
| 2023-12-31 | $332k | 3.6k | 92.26 |
| 2023-09-30 | $307k | 3.8k | 80.83 |
| 2023-06-30 | $334k | 4.1k | 81.68 |
| 2023-03-31 | $329k | 4.2k | 77.89 |
| 2022-12-31 | $376k | 4.6k | 82.73 |
| 2022-09-30 | $356k | 4.8k | 74.92 |
| 2022-06-30 | $438k | 5.7k | 77.02 |
| 2022-03-31 | $543k | 5.8k | 93.36 |
| 2021-12-31 | $618k | 6.4k | 96.62 |
| 2021-09-30 | $594k | 6.4k | 93.32 |
| 2021-06-30 | $600k | 6.6k | 90.53 |
| 2021-03-31 | $663k | 7.8k | 84.54 |
| 2020-12-31 | $704k | 9.7k | 72.82 |