Vanguard S&p 500 Etf idx shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $726k | 1.2k | 613.89 |
| 2025-06-30 | $511k | 897 | 569.63 |
| 2025-03-31 | $493k | 960 | 513.80 |
| 2024-12-31 | $489k | 907 | 539.04 |
| 2024-09-30 | $474k | 895 | 529.13 |
| 2024-06-30 | $417k | 831 | 501.65 |
| 2024-03-31 | $394k | 819 | 480.44 |
| 2023-12-31 | $353k | 809 | 436.53 |
| 2023-09-30 | $348k | 883 | 394.31 |
| 2023-06-30 | $276k | 675 | 409.03 |
| 2022-12-31 | $1.2M | 3.3k | 351.36 |
| 2021-09-30 | $413k | 1.0k | 395.59 |
| 2021-06-30 | $434k | 1.1k | 394.90 |
| 2021-03-31 | $416k | 1.1k | 364.27 |
| 2020-12-31 | $662k | 1.9k | 343.72 |