Octavia Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Octavia Wealth Advisors, LLC

  • $818 Million
  • Q1 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 7,391 shares of VTI stock, worth $2.02 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,391
Previous 7,303 1.2%
Holding current value
$2.02 Million
Previous $2.12 Million 4.54%
% of portfolio
0.25%
Previous 0.26%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$271.18 - $303.12 $23,863 - $26,674
88 Added 1.2%
7,391 $2.02 Million
Q4 2024

Jan 17, 2025
SELL
$280.04 - $302.45 $222,631 - $240,447
-795 Reduced 9.82%
7,303 $2.12 Million
Q3 2024

Oct 10, 2024
BUY
$255.18 - $283.2 $542,257 - $601,800
2,125 Added 35.58%
8,098 $2.29 Million
Q2 2024

Aug 01, 2024
BUY
$245.23 - $269.4 $53,950 - $59,267
220 Added 3.82%
5,973 $1.6 Million
Q1 2024

Apr 15, 2024
SELL
$232.77 - $260.14 $82,400 - $92,089
-354 Reduced 5.8%
5,753 $1.5 Million
Q4 2023

Jan 30, 2024
SELL
$203.12 - $238.25 $488,909 - $573,467
-2,407 Reduced 28.27%
6,107 $1.45 Million
Q3 2023

Oct 30, 2023
BUY
$211.41 - $228.35 $532,964 - $575,670
2,521 Added 42.07%
8,514 $1.81 Million
Q2 2023

Jul 18, 2023
BUY
$200.75 - $220.28 $92,545 - $101,549
461 Added 8.33%
5,993 $1.32 Million
Q1 2023

Apr 20, 2023
SELL
$189.85 - $210.01 $76,699 - $84,844
-404 Reduced 6.81%
5,532 $1.13 Million
Q4 2022

Jan 19, 2023
SELL
$179.3 - $204.18 $53,969 - $61,458
-301 Reduced 4.83%
5,936 $0
Q3 2022

Oct 17, 2022
SELL
$179.47 - $216.24 $118,988 - $143,367
-663 Reduced 9.61%
6,237 $1.12 Million
Q2 2022

Jul 18, 2022
BUY
$183.02 - $230.52 $13,726 - $17,289
75 Added 1.1%
6,900 $1.3 Million
Q1 2022

Apr 20, 2022
BUY
$209.9 - $242.97 $242,434 - $280,630
1,155 Added 20.37%
6,825 $1.55 Million
Q4 2021

Jan 28, 2022
BUY
$221.73 - $242.96 $99,556 - $109,089
449 Added 8.6%
5,670 $1.37 Million
Q3 2021

Nov 12, 2021
SELL
$219.23 - $234.37 $140,964 - $150,699
-643 Reduced 10.97%
5,221 $1.16 Million
Q2 2021

Jul 26, 2021
SELL
$209.28 - $222.82 $425,884 - $453,438
-2,035 Reduced 25.76%
5,864 $1.31 Million
Q1 2021

May 10, 2021
SELL
$191.87 - $208.85 $256,530 - $279,232
-1,337 Reduced 14.48%
7,899 $1.63 Million
Q4 2020

Feb 12, 2021
BUY
$166.99 - $194.64 $1.54 Million - $1.8 Million
9,236 New
9,236 $1.8 Million

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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