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 133,978 shares of VIOG stock, worth $16 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
133,978
Previous 128,328 4.4%
Holding current value
$16 Million
Previous $14.4 Million 2.36%
% of portfolio
2.02%
Previous 2.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

BUY
$104.57 - $113.61 $590,820 - $641,896
5,650 Added 4.4%
133,978 $14.8 Million
Q1 2024

Apr 15, 2024

BUY
$103.13 - $112.43 $13.2 Million - $14.4 Million
128,328 New
128,328 $14.4 Million

Others Institutions Holding VIOG

About VANGUARD S&P SMALL CAP 600 GRO


  • Ticker VIOG
  • Sector ETFs
  • Industry ETFs
More about VIOG
Track This Portfolio

Track Octavia Wealth Advisors, LLC Portfolio

Follow Octavia Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.