Octavia Wealth Advisors, LLC Vanguard Intermediate Term Cor Transaction History

Octavia Wealth Advisors, LLC

$818 Million
Q1 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 8,642 shares of VCIT stock, worth $706,224. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,642

Previous 4,664 85.29%

Holding current value

$706,224

Previous $374,000 88.5%

% of portfolio

0.09%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$79.17 - $82.04 $314,938 - $326,355	3,978 Added 85.29%	8,642 $705,000
Q4 2024 Jan 17, 2025	BUY	$80.13 - $83.77 $80 - $83	1 Added 0.02%	4,664 $374,000
Q3 2024 Oct 10, 2024	BUY	$79.29 - $84.02 $79 - $84	1 Added 0.02%	4,663 $390,000
Q2 2024 Aug 01, 2024	BUY	$77.99 - $80.49 $75,104 - $77,511	963 Added 26.03%	4,662 $372,000
Q1 2024 Apr 15, 2024	BUY	$79.39 - $81.28 $293,663 - $300,654	3,699 New	3,699 $297,000
Q1 2022 Apr 20, 2022	SELL	$85.05 - $92.24 $243,413 - $263,990	-2,862 Closed	0 $0
Q4 2021 Jan 28, 2022	SELL	$92.55 - $94.67 $19,342 - $19,786	-209 Reduced 6.81%	2,862 $265,000
Q3 2021 Nov 12, 2021	SELL	$94.41 - $96.13 $47,016 - $47,872	-498 Reduced 13.95%	3,071 $291,000
Q2 2021 Jul 26, 2021	SELL	$92.83 - $95.07 $55,048 - $56,376	-593 Reduced 14.25%	3,569 $339,000
Q1 2021 May 10, 2021	SELL	$92.62 - $97.02 $193,020 - $202,189	-2,084 Reduced 33.37%	4,162 $387,000
Q4 2020 Feb 12, 2021	BUY	$95.37 - $97.17 $595,681 - $606,923	6,246 New	6,246 $607,000

Others Institutions Holding VCIT

# of Institutions

1,312

Shares Held

500M

Call Options Held

25.2K

Put Options Held

173K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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Octavia Wealth Advisors, LLC Vanguard Intermediate Term Cor Transaction History