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Vanguard Total Stock Market ETF shares owned by Octavia Wealth Advisors

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Octavia Wealth Advisors from 13F filings

Historical chart of Octavia Wealth Advisors investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Stock Market ETF by Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 8.1k 284.01
2024-06-30 $1.6M 6.0k 268.46
2024-03-31 $1.5M 5.8k 259.90
2023-12-31 $1.4M 6.1k 237.20
2023-09-30 $1.8M 8.5k 212.41
2023-06-30 $1.3M 6.0k 220.27
2023-03-31 $1.1M 5.5k 204.10
2022-12-31 $1.1M 5.9k 191.19
2022-09-30 $1.1M 6.2k 179.41
2022-06-30 $1.3M 6.9k 188.12
2022-03-31 $1.6M 6.8k 227.69
2021-12-31 $1.4M 5.7k 241.45
2021-09-30 $1.2M 5.2k 221.99
2021-06-30 $1.3M 5.9k 222.89
2021-03-31 $1.6M 7.9k 206.74
2020-12-31 $1.8M 9.2k 194.67