Optivise Advisory Services LLC Vanguard Dividend Appreciation Transaction History

Optivise Advisory Services LLC

  • $190 Billion
  • Q3 2024

A detailed history of Optivise Advisory Services LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Optivise Advisory Services LLC holds 1,562 shares of VIG stock, worth $284,518. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,562
Holding current value
$284,518
% of portfolio
0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$182.15 - $182.15 $284,518 - $284,518
1,562 New
1,562 $309 Million
Q2 2024

Nov 14, 2024
SELL
$173.33 - $185.29 $11,959 - $12,785
-69 Reduced 4.42%
1,493 $273 Million

Others Institutions Holding VIG

# of Institutions
2,263
Shares Held
198M
Call Options Held
500K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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