Optivise Advisory Services LLC Vanguard Transaction History

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025

A detailed history of Optivise Advisory Services LLC transactions in Vanguard stock. As of the latest transaction made, Optivise Advisory Services LLC holds 16,173 shares of VGSH stock, worth $951,295. This represents 0.49% of its overall portfolio holdings.

Number of Shares
16,173
Previous 15,989 1.15%
Holding current value
$951,295
Previous $938 Million 1.31%
% of portfolio
0.49%
Previous 0.53%

Shares

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

Aug 05, 2025
BUY
$58.32 - $58.95 $10,730 - $10,846
184 Added 1.15%
16,173 $951 Million
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
1,059
Shares Held
285M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD

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