Octavia Wealth Advisors, LLC Vanguard Transaction History

Octavia Wealth Advisors, LLC

  • $1.01 Billion
  • Q4 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 163,574 shares of VGSH stock, worth $9.61 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
163,574
Previous 152,465 7.29%
Holding current value
$9.61 Million
Previous $8.97 Million 7.06%
% of portfolio
0.95%
Previous 0.91%

Shares

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

Jan 23, 2026
BUY
$58.64 - $58.96 $651,431 - $654,986
11,109 Added 7.29%
163,574 $9.61 Million
Q3 2025

Oct 27, 2025
BUY
$58.43 - $58.88 $622,162 - $626,954
10,648 Added 7.51%
152,465 $8.97 Million
Q2 2025

Jul 15, 2025
BUY
$58.32 - $58.95 $8.27 Million - $8.36 Million
141,817 New
141,817 $8.33 Million

Others Institutions Holding VGSH

# of Institutions
1,081
Shares Held
269M
Call Options Held
3.3K
Put Options Held
0
View Full List

About VANGUARD

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