Octavia Wealth Advisors, LLC VGSH Holdings History
Octavia Wealth Advisors, LLC's Vanguard Short-Term Government Bond ETF Holding Summary
As of 2025-06-30, Octavia Wealth Advisors, LLC held 141,817.00 shares of Vanguard Short-Term Government Bond ETF(VGSH), totaling $8.34 Mil. This investment constitutes 0.95% of their stock portfolio, and Octavia Wealth Advisors, LLC now holds 0.04% of the outstanding Vanguard Short-Term Government Bond ETF(VGSH) stock.
The initial trade took place in 2025Q2. And since then Octavia Wealth Advisors, LLC has made 1 purchases of VGSH, at an average price of $58.58, for a total of 141,817.00 shares. Based on historical transaction data and VGSH's current price of $58.55, Octavia Wealth Advisors, LLC's estimated gain on his VGSH holdings is $-4,254.51, reflecting a -0.05% gain to date.
Octavia Wealth Advisors, LLC VGSH ($58.55) Holding Chart
Octavia Wealth Advisors, LLC VGSH ($58.55) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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