Octavia Wealth Advisors, LLC Vanguard Information Technolog Transaction History

Octavia Wealth Advisors, LLC

  • $806 Million
  • Q3 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 766 shares of VGT stock, worth $493,648. This represents 0.06% of its overall portfolio holdings.

Number of Shares
766
Previous 671 14.16%
Holding current value
$493,648
Previous $386,000 16.32%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 10, 2024
BUY
$514.43 - $606.85 $48,870 - $57,650
95 Added 14.16%
766 $449,000
Q2 2024

Aug 01, 2024
BUY
$479.9 - $588.82 $1,919 - $2,355
4 Added 0.6%
671 $386,000
Q1 2024

Apr 15, 2024
SELL
$462.18 - $530.16 $33,276 - $38,171
-72 Reduced 9.74%
667 $349,000
Q4 2023

Jan 30, 2024
BUY
$399.56 - $486.79 $47,947 - $58,414
120 Added 19.39%
739 $357,000
Q3 2023

Oct 30, 2023
BUY
$409.4 - $459.58 $10,235 - $11,489
25 Added 4.21%
619 $256,000
Q1 2023

Apr 20, 2023
BUY
$311.14 - $385.47 $184,817 - $228,969
594 New
594 $228,000
Q1 2022

Apr 20, 2022
SELL
$366.81 - $462.0 $216,417 - $272,580
-590 Closed
0 $0
Q2 2021

Jul 26, 2021
SELL
$351.88 - $400.08 $61,579 - $70,014
-175 Reduced 22.88%
590 $235,000
Q1 2021

May 10, 2021
SELL
$339.41 - $380.61 $29,189 - $32,732
-86 Reduced 10.11%
765 $274,000
Q4 2020

Feb 12, 2021
BUY
$297.99 - $355.36 $253,589 - $302,411
851 New
851 $301,000

Others Institutions Holding VGT

# of Institutions
1,689
Shares Held
48.2M
Call Options Held
857K
Put Options Held
238K
View Full List

About VANGUARD INFORMATION TECHNOLOG

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