Optivise Advisory Services LLC Vanguard Mid Cap ETF Transaction History

Optivise Advisory Services LLC

$173 Billion
Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 1,908 shares of VO stock, worth $547,462. This represents 0.32% of its overall portfolio holdings.

Number of Shares

1,908

Previous 1,628 17.2%

Holding current value

$547,462

Previous $478 Million 15.83%

% of portfolio

0.32%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$286.27 - $296.23 $80,155 - $82,944	280 Added 17.2%	1,908 $554 Million
Q3 2025 Oct 17, 2025	SELL	$279.83 - $293.74 $305,014 - $320,176	-1,090 Reduced 40.1%	1,628 $478 Million
Q2 2025 Aug 05, 2025	BUY	$228.54 - $279.83 $13,712 - $16,789	60 Added 2.26%	2,718 $761 Million
Q1 2025 Apr 18, 2025	BUY	$251.87 - $277.95 $22,416 - $24,737	89 Added 3.46%	2,658 $687 Million
Q4 2024 Feb 13, 2025	BUY	$261.5 - $284.63 $33,472 - $36,432	128 Added 5.24%	2,569 $679 Million

Q3 2024 Nov 12, 2024	BUY	$237.84 - $263.83 $580,567 - $644,009	2,441 New	2,441 $644 Million
Q2 2024 Nov 14, 2024	SELL	$234.99 - $248.98 $7,989 - $8,465	-34 Reduced 1.39%	2,407 $583 Million

Others Institutions Holding VO

# of Institutions

2,513

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Optivise Advisory Services LLC Vanguard Mid Cap ETF Transaction History