Octavia Wealth Advisors, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Octavia Wealth Advisors, LLC

$990 Million
Q3 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 148,679 shares of IVOG stock, worth $17.5 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

148,679

Previous 143,862 3.35%

Holding current value

$17.5 Million

Previous $16.3 Million 9.25%

% of portfolio

1.79%

Previous 1.87%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$113.73 - $121.28 $547,837 - $584,205	4,817 Added 3.35%	148,679 $17.8 Million
Q2 2025 Jul 15, 2025	SELL	$91.51 - $113.03 $1.63 Million - $2.02 Million	-17,851 Reduced 11.04%	143,862 $16.3 Million
Q1 2025 Apr 14, 2025	BUY	$101.13 - $119.79 $1.58 Million - $1.87 Million	15,603 Added 10.68%	161,713 $16.7 Million
Q4 2024 Jan 17, 2025	BUY	$112.69 - $123.97 $94,096 - $103,514	835 Added 0.57%	146,110 $16.5 Million
Q3 2024 Oct 10, 2024	BUY	$105.49 - $116.32 $986,436 - $1.09 Million	9,351 Added 6.88%	145,275 $16.7 Million

Q2 2024 Aug 01, 2024	BUY	$105.32 - $113.24 $562,935 - $605,267	5,345 Added 4.09%	135,924 $14.9 Million
Q1 2024 Apr 15, 2024	BUY	$95.22 - $113.45 $12.4 Million - $14.8 Million	130,579 New	130,579 $14.8 Million

Others Institutions Holding IVOG

# of Institutions

174

Shares Held

5.16M

Call Options Held

Put Options Held

View Full List

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
Sector ETFs
Industry ETFs

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Octavia Wealth Advisors, LLC Vanguard S&P Mid Cap 400 Growt Transaction History