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

Octavia Wealth Advisors, LLC

  • $1.01 Billion
  • Q4 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 158,928 shares of IVOV stock, worth $15.7 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
158,928
Previous 175,614 9.5%
Holding current value
$15.7 Million
Previous $17.7 Million 11.21%
% of portfolio
1.55%
Previous 1.79%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$97.44 - $101.82 $1.63 Million - $1.7 Million
-16,686 Reduced 9.5%
158,928 $15.7 Million
Q3 2025

Oct 27, 2025
BUY
$94.73 - $102.36 $551,896 - $596,349
5,826 Added 3.43%
175,614 $17.7 Million
Q2 2025

Jul 15, 2025
SELL
$79.85 - $95.57 $1.35 Million - $1.62 Million
-16,908 Reduced 9.06%
169,788 $16.2 Million
Q1 2025

Apr 14, 2025
BUY
$89.89 - $100.28 $854,853 - $953,662
9,510 Added 5.37%
186,696 $17.1 Million
Q4 2024

Jan 17, 2025
SELL
$94.54 - $104.98 $20,893 - $23,200
-221 Reduced 0.12%
177,186 $16.9 Million
Q3 2024

Oct 10, 2024
BUY
$86.19 - $95.75 $838,197 - $931,168
9,725 Added 5.8%
177,407 $17 Million
Q2 2024

Aug 01, 2024
BUY
$83.94 - $90.83 $610,411 - $660,515
7,272 Added 4.53%
167,682 $14.7 Million
Q1 2024

Apr 15, 2024
BUY
$83.49 - $90.8 $13.4 Million - $14.6 Million
160,410 New
160,410 $14.6 Million

Others Institutions Holding IVOV

# of Institutions
168
Shares Held
5.87M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

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