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

Octavia Wealth Advisors, LLC

  • $822 Million
  • Q4 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 17,574 shares of IVOO stock, worth $1.93 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
17,574
Previous 17,628 0.31%
Holding current value
$1.93 Million
Previous $1.86 Million 0.43%
% of portfolio
0.23%
Previous 0.23%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$104.52 - $115.08 $5,644 - $6,214
-54 Reduced 0.31%
17,574 $1.85 Million
Q3 2024

Oct 10, 2024
BUY
$97.05 - $106.1 $17,371 - $18,991
179 Added 1.03%
17,628 $1.86 Million
Q2 2024

Aug 01, 2024
BUY
$95.6 - $102.96 $21,223 - $22,857
222 Added 1.29%
17,449 $1.73 Million
Q1 2024

Apr 15, 2024
SELL
$90.9 - $103.01 $1,545 - $1,751
-17 Reduced 0.1%
17,227 $1.77 Million
Q4 2023

Jan 30, 2024
BUY
$78.64 - $94.88 $18,716 - $22,581
238 Added 1.4%
17,244 $1.62 Million
Q3 2023

Oct 30, 2023
SELL
$83.66 - $92.16 $46,849 - $51,609
-560 Reduced 3.19%
17,006 $1.44 Million
Q2 2023

Jul 18, 2023
SELL
$81.37 - $88.56 $11,961 - $13,018
-147 Reduced 0.83%
17,566 $1.56 Million
Q1 2023

Apr 20, 2023
BUY
$80.26 - $183.76 $715,357 - $1.64 Million
8,913 Added 101.28%
17,713 $1.5 Million
Q4 2022

Jan 19, 2023
BUY
$75.71 - $174.3 $8,479 - $19,521
112 Added 1.29%
8,800 $0
Q3 2022

Oct 17, 2022
SELL
$74.3 - $89.13 $8,618 - $10,339
-116 Reduced 1.32%
8,688 $1.3 Million
Q2 2022

Jul 18, 2022
SELL
$74.48 - $91.47 $3,798 - $4,664
-51 Reduced 0.58%
8,804 $1.35 Million
Q1 2022

Apr 20, 2022
BUY
$85.0 - $96.56 $23,120 - $26,264
272 Added 3.17%
8,855 $1.61 Million
Q4 2021

Jan 28, 2022
SELL
$89.97 - $98.34 $18,263 - $19,963
-203 Reduced 2.31%
8,583 $1.64 Million
Q3 2021

Nov 12, 2021
SELL
$86.83 - $93.77 $11,287 - $12,190
-130 Reduced 1.46%
8,786 $1.57 Million
Q2 2021

Jul 26, 2021
SELL
$88.32 - $93.52 $18,370 - $19,452
-208 Reduced 2.28%
8,916 $1.62 Million
Q1 2021

May 10, 2021
BUY
$76.54 - $90.63 $57,864 - $68,516
756 Added 9.03%
9,124 $1.61 Million
Q4 2020

Feb 12, 2021
BUY
$63.55 - $78.08 $531,786 - $653,373
8,368 New
8,368 $1.3 Million

Others Institutions Holding IVOO

# of Institutions
268
Shares Held
9.68M
Call Options Held
3.5K
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 ETF

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