Octavia Wealth Advisors, LLC Vanguard S&P Small Cap 600 Val 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 Val stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 182,927 shares of VIOV stock, worth $17.2 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
182,927
Previous 172,749
5.89%
Holding current value
$17.2 Million
Previous $14.5 Million
17.02%
% of portfolio
2.1%
Previous 1.97%
Shares
3 transactions
Others Institutions Holding VIOV
# of Institutions
184Shares Held
6.3MCall Options Held
0Put Options Held
0-
N.E.W. Advisory Services LLC433KShares$40.6 Million3.96% of portfolio
-
Ubs Group Ag343KShares$32.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY303KShares$28.5 Million0.0% of portfolio
-
One Day In July LLC214KShares$20.1 Million2.17% of portfolio
-
Envestnet Asset Management Inc194KShares$18.2 Million0.01% of portfolio