Octavia Wealth Advisors, LLC Vanguard Consumer Staples ETF Transaction History

Octavia Wealth Advisors, LLC

  • $822 Million
  • Q4 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 1,140 shares of VDC stock, worth $239,080. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,140
Previous 1,140 -0.0%
Holding current value
$239,080
Previous $249,000 3.61%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 10, 2024
SELL
$201.77 - $221.32 $2,219 - $2,434
-11 Reduced 0.96%
1,140 $249,000
Q1 2024

Apr 15, 2024
BUY
$189.57 - $204.14 $218,195 - $234,965
1,151 New
1,151 $234,000
Q3 2023

Oct 30, 2023
BUY
$182.67 - $199.63 $214,819 - $234,764
1,176 New
1,176 $214,000
Q1 2023

Apr 20, 2023
BUY
$184.07 - $195.02 $5,890 - $6,240
32 Added 2.74%
1,200 $232,000
Q4 2022

Jan 19, 2023
BUY
$171.56 - $199.59 $171 - $199
1 Added 0.09%
1,168 $0
Q3 2022

Oct 17, 2022
SELL
$171.79 - $199.02 $2,920 - $3,383
-17 Reduced 1.44%
1,167 $202,000
Q2 2022

Jul 18, 2022
SELL
$177.06 - $208.31 $38,244 - $44,994
-216 Reduced 15.43%
1,184 $218,000
Q1 2022

Apr 20, 2022
SELL
$185.1 - $200.92 $31,652 - $34,357
-171 Reduced 10.88%
1,400 $274,000
Q4 2021

Jan 28, 2022
SELL
$179.09 - $199.88 $7,700 - $8,594
-43 Reduced 2.66%
1,571 $314,000
Q3 2021

Nov 12, 2021
SELL
$179.22 - $189.21 $7.66 Million - $8.09 Million
-42,741 Reduced 96.36%
1,614 $291,000
Q2 2021

Jul 26, 2021
BUY
$177.72 - $186.68 $1.72 Million - $1.8 Million
9,657 Added 27.83%
44,355 $8.1 Million
Q1 2021

May 10, 2021
BUY
$165.49 - $180.21 $5.74 Million - $6.25 Million
34,698 New
34,698 $6.18 Million

Others Institutions Holding VDC

# of Institutions
641
Shares Held
15.2M
Call Options Held
1.9K
Put Options Held
3K
View Full List

About VANGUARD CONSUMER STAPLES ETF

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