Octavia Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Octavia Wealth Advisors, LLC
- $806 Million
- Q3 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 12,083 shares of VB stock, worth $2.93 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
12,083
Previous 11,915
1.41%
Holding current value
$2.93 Million
Previous $2.6 Million
10.36%
% of portfolio
0.36%
Previous 0.35%
Shares
16 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.09 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio