Octavia Wealth Advisors, LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Octavia Wealth Advisors, LLC

  • $806 Million
  • Q3 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 145,275 shares of IVOG stock, worth $16.7 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
145,275
Previous 135,924 6.88%
Holding current value
$16.7 Million
Previous $14.9 Million 11.84%
% of portfolio
2.07%
Previous 2.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$105.49 - $116.32 $986,436 - $1.09 Million
9,351 Added 6.88%
145,275 $16.7 Million
Q2 2024

Aug 01, 2024
BUY
$105.32 - $113.24 $562,935 - $605,267
5,345 Added 4.09%
135,924 $14.9 Million
Q1 2024

Apr 15, 2024
BUY
$95.22 - $113.45 $12.4 Million - $14.8 Million
130,579 New
130,579 $14.8 Million

Others Institutions Holding IVOG

# of Institutions
138
Shares Held
2.95M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 GROWT

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