Optivise Advisory Services LLC Vanguard Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025

A detailed history of Optivise Advisory Services LLC transactions in Vanguard stock. As of the latest transaction made, Optivise Advisory Services LLC holds 15,989 shares of VGSH stock, worth $935,836. This represents 0.53% of its overall portfolio holdings.

Number of Shares
15,989
Previous 15,736 1.61%
Holding current value
$935,836
Previous $916 Million 2.5%
% of portfolio
0.53%
Previous 0.49%

Shares

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

Apr 18, 2025
BUY
$58.07 - $58.69 $14,691 - $14,848
253 Added 1.61%
15,989 $938 Million
Q4 2024

Feb 13, 2025
BUY
$58.02 - $58.88 $5,802 - $5,888
100 Added 0.64%
15,736 $916 Million
Q3 2024

Nov 12, 2024
BUY
$57.74 - $59.13 $902,822 - $924,556
15,636 New
15,636 $923 Million
Q2 2024

Nov 14, 2024
SELL
$57.55 - $58.0 $57 - $58
-1 Reduced 0.01%
15,635 $907 Million

Others Institutions Holding VGSH

# of Institutions
1,025
Shares Held
272M
Call Options Held
6.2K
Put Options Held
400
View Full List

About VANGUARD

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