Octavia Wealth Advisors, LLC Vanguard Intermediate Term Cor Transaction History
Octavia Wealth Advisors, LLC
- $871 Million
- Q2 2025
A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 8,605 shares of VCIT stock, worth $725,745. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,605
Previous 8,642
0.43%
Holding current value
$725,745
Previous $705,000
1.13%
% of portfolio
0.08%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding VCIT
# of Institutions
1,343Shares Held
515MCall Options Held
34.7KPut Options Held
200-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa102MShares$8.62 Billion3.43% of portfolio
-
Bank Of America Corp Charlotte, NC76.4MShares$6.44 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.38 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25.5MShares$2.15 Billion1.82% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.5 Billion0.1% of portfolio