Octavia Wealth Advisors, LLC Vanguard S&P Small Cap 600 Gro Transaction History
Octavia Wealth Advisors, LLC
- $822 Million
- Q4 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 141,733 shares of VIOG stock, worth $16.8 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
141,733
Previous 141,563
0.12%
Holding current value
$16.8 Million
Previous $17 Million
2.78%
% of portfolio
2.0%
Previous 2.1%
Shares
4 transactions
Others Institutions Holding VIOG
# of Institutions
170Shares Held
3.33MCall Options Held
2.3KPut Options Held
0-
Ameriprise Financial Inc Minneapolis, MN394KShares$46.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY240KShares$28.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC208KShares$24.7 Million0.01% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO181KShares$21.4 Million0.3% of portfolio
-
Mariner, LLC Overland Park, KS134KShares$15.8 Million0.03% of portfolio