Octavia Wealth Advisors, LLC Vanguard S&P Small Cap 600 Val 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 Val stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 182,192 shares of VIOV stock, worth $17.4 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
182,192
Previous 182,927 0.4%
Holding current value
$17.4 Million
Previous $16.9 Million 0.53%
% of portfolio
2.07%
Previous 2.1%

Shares

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

Jan 17, 2025
SELL
$89.88 - $101.38 $66,061 - $74,514
-735 Reduced 0.4%
182,192 $17 Million
Q3 2024

Oct 10, 2024
BUY
$82.38 - $93.84 $838,463 - $955,103
10,178 Added 5.89%
182,927 $16.9 Million
Q2 2024

Aug 01, 2024
BUY
$80.92 - $87.9 $795,281 - $863,881
9,828 Added 6.03%
172,749 $14.5 Million
Q1 2024

Apr 15, 2024
BUY
$82.31 - $88.42 $13.4 Million - $14.4 Million
162,921 New
162,921 $14.4 Million

Others Institutions Holding VIOV

# of Institutions
187
Shares Held
6.25M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P SMALL CAP 600 VAL

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