Octavia Wealth Advisors, LLC Vanguard S&P Small Cap 600 Val 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 Val stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 182,927 shares of VIOV stock, worth $16.8 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
182,927
Previous 172,749 5.89%
Holding current value
$16.8 Million
Previous $14.5 Million 17.02%
% of portfolio
2.1%
Previous 1.97%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
172
Shares Held
6.5M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email