OCTAVIA WEALTH ADVISORS, LLC – Vanguard Mid Cap Index Fund Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$401,000
portfolio value
OCTAVIA WEALTH ADVISORS, LLC quarter portfolio value change:
-4.56%
quarter
Vanguard Mid Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.13% | 196 shares | 19K | $187.98 | 2.13K |
| Q2 2022 | share | Decrease | -17.38% | -407 shares | -175K | $196.97 | 1.93K |
| Q1 2022 | share | Increase | +1.96% | 45 shares | -28K | $237.84 | 2.34K |
| Q4 2021 | share | Decrease | -0.13% | -3 shares | 40K | $254.95 | 2.29K |
| Q3 2021 | share | Decrease | -5.04% | -122 shares | -30K | $236.76 | 2.3K |
| Q2 2021 | share | Decrease | -3.43% | -86 shares | 20K | $236.75 | 2.42K |
| Q1 2021 | share | Increase | +31.52% | 601 shares | 161K | $220.14 | 2.50K |
| Q4 2020 | share | Increase | 0.00% | 1.90K shares | 394K | $205.06 | 1.90K |