Octavia Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Octavia Wealth Advisors, LLC

$1.01 Billion
Q4 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 1,990 shares of VO stock, worth $570,990. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,990

Previous 2,190 9.13%

Holding current value

$570,990

Previous $643,000 11.35%

% of portfolio

0.06%

Previous 0.06%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	SELL	$286.27 - $296.23 $57,254 - $59,246	-200 Reduced 9.13%	1,990 $570,000
Q3 2025 Oct 27, 2025	BUY	$279.83 - $293.74 $63,521 - $66,678	227 Added 11.56%	2,190 $643,000
Q2 2025 Jul 15, 2025	BUY	$228.54 - $279.83 $2,056 - $2,518	9 Added 0.46%	1,963 $549,000
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

2,522

Shares Held

221M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

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.

Account

Octavia Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History