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

Octavia Wealth Advisors, LLC

$990 Million
Q3 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 175,614 shares of IVOV stock, worth $17.4 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

175,614

Previous 169,788 3.43%

Holding current value

$17.4 Million

Previous $16.2 Million 9.17%

% of portfolio

1.79%

Previous 1.86%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

5.85M

Call Options Held

Put Options Held

View Full List

About VANGUARD S&P MID CAP 400 VALUE

Ticker IVOV
Sector ETFs
Industry ETFs

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