Octavia Wealth Advisors, LLC Vanguard S&P Small Cap 600 Gro 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 Gro stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 141,563 shares of VIOG stock, worth $17.5 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
141,563
Previous 133,978
5.66%
Holding current value
$17.5 Million
Previous $14.8 Million
14.82%
% of portfolio
2.1%
Previous 2.02%
Shares
3 transactions
Others Institutions Holding VIOG
# of Institutions
157Shares Held
3.02MCall Options Held
2.9KPut Options Held
200-
Ameriprise Financial Inc Minneapolis, MN306KShares$37.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY225KShares$27.8 Million0.0% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO180KShares$22.2 Million0.23% of portfolio
-
Mariner, LLC Overland Park, KS134KShares$16.5 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC128KShares$15.8 Million0.01% of portfolio