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

Octavia Wealth Advisors, LLC

  • $822 Million
  • Q4 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 177,186 shares of IVOV stock, worth $17.1 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares
177,186
Previous 177,407 0.12%
Holding current value
$17.1 Million
Previous $17 Million 0.31%
% of portfolio
2.06%
Previous 2.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$94.54 - $104.98 $20,893 - $23,200
-221 Reduced 0.12%
177,186 $16.9 Million
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
151
Shares Held
4.62M
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
Track This Portfolio

Track Octavia Wealth Advisors, LLC Portfolio

Follow Octavia Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email