Octavia Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Octavia Wealth Advisors, LLC

  • $818 Million
  • Q1 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 1,954 shares of VO stock, worth $480,156. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,954
Previous 2,039 4.17%
Holding current value
$480,156
Previous $538,000 6.69%
% of portfolio
0.06%
Previous 0.07%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$251.87 - $277.95 $21,408 - $23,625
-85 Reduced 4.17%
1,954 $502,000
Q4 2024

Jan 17, 2025
BUY
$261.5 - $284.63 $20,920 - $22,770
80 Added 4.08%
2,039 $538,000
Q3 2024

Oct 10, 2024
BUY
$237.84 - $263.83 $713 - $791
3 Added 0.15%
1,959 $516,000
Q2 2024

Aug 01, 2024
BUY
$234.99 - $248.98 $12,454 - $13,195
53 Added 2.79%
1,956 $473,000
Q1 2024

Apr 15, 2024
SELL
$225.86 - $249.86 $4,291 - $4,747
-19 Reduced 0.99%
1,903 $475,000
Q4 2023

Jan 30, 2024
SELL
$195.66 - $233.95 $34,827 - $41,643
-178 Reduced 8.48%
1,922 $447,000
Q3 2023

Oct 30, 2023
BUY
$206.6 - $228.23 $36,774 - $40,624
178 Added 9.26%
2,100 $437,000
Q2 2023

Jul 18, 2023
BUY
$203.43 - $220.16 $5,085 - $5,504
25 Added 1.32%
1,922 $423,000
Q1 2023

Apr 20, 2023
SELL
$200.2 - $225.98 $39,639 - $44,744
-198 Reduced 9.45%
1,897 $400,000
Q4 2022

Jan 19, 2023
SELL
$186.57 - $217.26 $6,716 - $7,821
-36 Reduced 1.69%
2,095 $0
Q3 2022

Oct 17, 2022
BUY
$187.98 - $227.42 $36,844 - $44,574
196 Added 10.13%
2,131 $401,000
Q2 2022

Jul 18, 2022
SELL
$190.36 - $240.41 $77,476 - $97,846
-407 Reduced 17.38%
1,935 $382,000
Q1 2022

Apr 20, 2022
BUY
$219.86 - $253.39 $9,893 - $11,402
45 Added 1.96%
2,342 $557,000
Q4 2021

Jan 28, 2022
SELL
$236.98 - $261.2 $710 - $783
-3 Reduced 0.13%
2,297 $585,000
Q3 2021

Nov 12, 2021
SELL
$229.88 - $249.8 $28,045 - $30,475
-122 Reduced 5.04%
2,300 $545,000
Q2 2021

Jul 26, 2021
SELL
$223.23 - $238.25 $19,197 - $20,489
-86 Reduced 3.43%
2,422 $575,000
Q1 2021

May 10, 2021
BUY
$203.74 - $225.89 $122,447 - $135,759
601 Added 31.52%
2,508 $555,000
Q4 2020

Feb 12, 2021
BUY
$176.14 - $208.21 $335,898 - $397,056
1,907 New
1,907 $394,000

Others Institutions Holding VO

# of Institutions
2,320
Shares Held
189M
Call Options Held
55.1K
Put Options Held
18K
View Full List

About VANGUARD MID-CAP ETF

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