Octavia Wealth Advisors, LLC Vanguard S&P Small Cap 600 Gro Transaction History

Octavia Wealth Advisors, LLC

  • $806 Million
  • Q3 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard S&P Small Cap 600 Gro stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 141,563 shares of VIOG stock, worth $17.3 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
141,563
Previous 133,978 5.66%
Holding current value
$17.3 Million
Previous $14.8 Million 14.82%
% of portfolio
2.1%
Previous 2.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$109.24 - $121.48 $828,585 - $921,425
7,585 Added 5.66%
141,563 $17 Million
Q2 2024

Aug 01, 2024
BUY
$104.57 - $113.61 $590,820 - $641,896
5,650 Added 4.4%
133,978 $14.8 Million
Q1 2024

Apr 15, 2024
BUY
$103.13 - $112.43 $13.2 Million - $14.4 Million
128,328 New
128,328 $14.4 Million

Others Institutions Holding VIOG

# of Institutions
157
Shares Held
3.02M
Call Options Held
2.9K
Put Options Held
200
View Full List

About VANGUARD S&P SMALL CAP 600 GRO

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