Octavia Wealth Advisors, LLC Vanguard Scottsdale Fds Vangua Transaction History

Octavia Wealth Advisors, LLC

$871 Million
Q2 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 10, 2024	SELL	$67.53 - $70.89 $4.45 Million - $4.67 Million	-65,912 Reduced 95.47%	3,127 $220,000
Q2 2024 Aug 01, 2024	BUY	$67.03 - $68.47 $102,555 - $104,759	1,530 Added 2.27%	69,039 $4.69 Million
Q1 2024 Apr 15, 2024	SELL	$67.7 - $69.07 $3.32 Million - $3.39 Million	-49,107 Reduced 42.11%	67,509 $4.63 Million
Q4 2023 Jan 30, 2024	BUY	$65.19 - $70.23 $137,094 - $147,693	2,103 Added 1.84%	116,616 $8.07 Million
Q3 2023 Oct 30, 2023	BUY	$66.23 - $68.55 $219,684 - $227,380	3,317 Added 2.98%	114,513 $7.6 Million
Q2 2023 Jul 18, 2023	BUY	$67.81 - $69.43 $439,001 - $449,489	6,474 Added 6.18%	111,196 $7.61 Million
Q1 2023 Apr 20, 2023	BUY	$66.84 - $69.43 $2.55 Million - $2.64 Million	38,085 Added 57.15%	104,722 $7.22 Million
Q4 2022 Jan 19, 2023	BUY	$65.53 - $69.38 $379,025 - $401,293	5,784 Added 9.5%	66,637 $0
Q3 2022 Oct 17, 2022	BUY	$66.45 - $72.19 $270,052 - $293,380	4,064 Added 7.16%	60,853 $4.08 Million
Q2 2022 Jul 18, 2022	BUY	$68.33 - $73.94 $3.88 Million - $4.2 Million	56,789 New	56,789 $3.9 Million

Others Institutions Holding BNDW

# of Institutions

111

Shares Held

5.87M

Call Options Held

0

Put Options Held

0

About VANGUARD SCOTTSDALE FDS VANGUA

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