Octavia Wealth Advisors, LLC Vanguard Information Technolog Transaction History

Octavia Wealth Advisors, LLC

  • $822 Million
  • Q4 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 615 shares of VGT stock, worth $368,065. This represents 0.05% of its overall portfolio holdings.

Number of Shares
615
Previous 766 19.71%
Holding current value
$368,065
Previous $449,000 14.92%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jan 17, 2025
SELL
$571.78 - $647.97 $86,338 - $97,843
-151 Reduced 19.71%
615 $382,000
Q3 2024

Oct 10, 2024
BUY
$514.43 - $606.85 $48,870 - $57,650
95 Added 14.16%
766 $449,000
Q2 2024

Aug 01, 2024
BUY
$479.9 - $588.82 $1,919 - $2,355
4 Added 0.6%
671 $386,000
Q1 2024

Apr 15, 2024
SELL
$462.18 - $530.16 $33,276 - $38,171
-72 Reduced 9.74%
667 $349,000
Q4 2023

Jan 30, 2024
BUY
$399.56 - $486.79 $47,947 - $58,414
120 Added 19.39%
739 $357,000
Q3 2023

Oct 30, 2023
BUY
$409.4 - $459.58 $10,235 - $11,489
25 Added 4.21%
619 $256,000
Q1 2023

Apr 20, 2023
BUY
$311.14 - $385.47 $184,817 - $228,969
594 New
594 $228,000
Q1 2022

Apr 20, 2022
SELL
$366.81 - $462.0 $216,417 - $272,580
-590 Closed
0 $0
Q2 2021

Jul 26, 2021
SELL
$351.88 - $400.08 $61,579 - $70,014
-175 Reduced 22.88%
590 $235,000
Q1 2021

May 10, 2021
SELL
$339.41 - $380.61 $29,189 - $32,732
-86 Reduced 10.11%
765 $274,000
Q4 2020

Feb 12, 2021
BUY
$297.99 - $355.36 $253,589 - $302,411
851 New
851 $301,000

Others Institutions Holding VGT

# of Institutions
1,851
Shares Held
51.6M
Call Options Held
1.14M
Put Options Held
348K
View Full List

About VANGUARD INFORMATION TECHNOLOG

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