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

Octavia Wealth Advisors, LLC

  • $806 Million
  • Q3 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 177,407 shares of IVOV stock, worth $17.1 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares
177,407
Previous 167,682 5.8%
Holding current value
$17.1 Million
Previous $14.7 Million 15.66%
% of portfolio
2.11%
Previous 2.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$86.19 - $95.75 $838,197 - $931,168
9,725 Added 5.8%
177,407 $17 Million
Q2 2024

Aug 01, 2024
BUY
$83.94 - $90.83 $610,411 - $660,515
7,272 Added 4.53%
167,682 $14.7 Million
Q1 2024

Apr 15, 2024
BUY
$83.49 - $90.8 $13.4 Million - $14.6 Million
160,410 New
160,410 $14.6 Million

Others Institutions Holding IVOV

# of Institutions
138
Shares Held
4.37M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

IVOV Quotes by TradingView
  • Ticker IVOV
  • Sector ETFs
  • Industry ETFs
More about IVOV
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