OCTAVIA WEALTH ADVISORS, LLC – Vanguard Total Stock Market Index Fund Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$1.11M
portfolio value
OCTAVIA WEALTH ADVISORS, LLC quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.61% | -663 shares | -179K | $179.47 | 6.23K |
| Q2 2022 | share | Increase | +1.10% | 75 shares | -256K | $188.62 | 6.9K |
| Q1 2022 | share | Increase | +20.37% | 1.15K shares | 185K | $227.67 | 6.82K |
| Q4 2021 | share | Increase | +8.60% | 449 shares | 210K | $242.21 | 5.67K |
| Q3 2021 | share | Decrease | -10.97% | -643 shares | -148K | $222.06 | 5.22K |
| Q2 2021 | share | Decrease | -25.76% | -2.03K shares | -326K | $222.12 | 5.86K |
| Q1 2021 | share | Decrease | -14.48% | -1.33K shares | -165K | $205.41 | 7.89K |
| Q4 2020 | share | Increase | 0.00% | 9.23K shares | 1.79M | $192.8 | 9.23K |