Optivise Advisory Services LLC Vanguard Mega Cap Value Transaction History

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025

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 3,850 shares of MGV stock, worth $531,685. This represents 0.32% of its overall portfolio holdings.

Number of Shares
3,850
Previous 3,698 4.11%
Holding current value
$531,685
Previous $485 Million 9.3%
% of portfolio
0.32%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$129.46 - $137.85 $19,677 - $20,953
152 Added 4.11%
3,850 $530 Million
Q2 2025

Aug 05, 2025
BUY
$114.87 - $131.25 $51,346 - $58,668
447 Added 13.75%
3,698 $485 Million
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

# of Institutions
541
Shares Held
52.5M
Call Options Held
2.3K
Put Options Held
200
View Full List

About VANGUARD MEGA CAP VALUE

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