Octavia Wealth Advisors, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Octavia Wealth Advisors, LLC

  • $818 Million
  • Q1 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 161,713 shares of IVOG stock, worth $16.6 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
161,713
Previous 146,110 10.68%
Holding current value
$16.6 Million
Previous $16.5 Million 1.52%
% of portfolio
2.04%
Previous 2.0%

Shares

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

Apr 14, 2025
BUY
$101.13 - $119.79 $1.58 Million - $1.87 Million
15,603 Added 10.68%
161,713 $16.7 Million
Q4 2024

Jan 17, 2025
BUY
$112.69 - $123.97 $94,096 - $103,514
835 Added 0.57%
146,110 $16.5 Million
Q3 2024

Oct 10, 2024
BUY
$105.49 - $116.32 $986,436 - $1.09 Million
9,351 Added 6.88%
145,275 $16.7 Million
Q2 2024

Aug 01, 2024
BUY
$105.32 - $113.24 $562,935 - $605,267
5,345 Added 4.09%
135,924 $14.9 Million
Q1 2024

Apr 15, 2024
BUY
$95.22 - $113.45 $12.4 Million - $14.8 Million
130,579 New
130,579 $14.8 Million

Others Institutions Holding IVOG

# of Institutions
149
Shares Held
3.43M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 GROWT

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