Optivise Advisory Services LLC Vanguard Mega Cap ETF Transaction History

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025

A detailed history of Optivise Advisory Services LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 2,839 shares of MGC stock, worth $661,117. This represents 0.33% of its overall portfolio holdings.

Number of Shares
2,839
Previous 2,673 6.21%
Holding current value
$661,117
Previous $538 Million 18.66%
% of portfolio
0.33%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$179.23 - $224.92 $29,752 - $37,336
166 Added 6.21%
2,839 $639 Million
Q1 2025

Apr 18, 2025
SELL
$199.2 - $222.69 $172,308 - $192,626
-865 Reduced 24.45%
2,673 $538 Million
Q4 2024

Feb 13, 2025
SELL
$204.21 - $220.18 $1.88 Million - $2.03 Million
-9,207 Reduced 72.24%
3,538 $752 Million
Q3 2024

Nov 12, 2024
BUY
$185.93 - $206.64 $2.37 Million - $2.63 Million
12,745 New
12,745 $2.63 Billion
Q2 2024

Nov 14, 2024
SELL
$177.06 - $198.62 $1.69 Million - $1.9 Million
-9,550 Reduced 74.93%
3,195 $630 Million

Others Institutions Holding MGC

# of Institutions
516
Shares Held
16.3M
Call Options Held
13.2K
Put Options Held
100
View Full List

About VANGUARD MEGA CAP ETF

MGC Quotes by TradingView
  • Ticker MGC
  • Sector ETFs
  • Industry ETFs
More about MGC
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services 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 Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email