A detailed history of Optivise Advisory Services LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Optivise Advisory Services LLC holds 3,251 shares of MGV stock, worth $411,414. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,251
Previous 3,182 2.17%
Holding current value
$411,414
Previous $397 Million 5.38%
% of portfolio
0.24%
Previous 0.21%

Shares

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

Apr 18, 2025

BUY
$123.61 - $133.01 $8,529 - $9,177
69 Added 2.17%
3,251 $419 Million
Q4 2024

Feb 13, 2025

BUY
$124.06 - $133.48 $55,206 - $59,398
445 Added 16.26%
3,182 $397 Million
Q3 2024

Nov 12, 2024

BUY
$118.0 - $128.28 $322,966 - $351,102
2,737 New
2,737 $351 Million
Q2 2024

Nov 14, 2024

BUY
$113.61 - $120.34 $3,635 - $3,850
32 Added 1.17%
2,769 $328 Million

Others Institutions Holding MGV

About VANGUARD MEGA CAP VALUE


  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
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