Optivise Advisory Services LLC Vanguard Mid Cap ETF Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025

A detailed history of Optivise Advisory Services LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 2,658 shares of VO stock, worth $716,995. This represents 0.39% of its overall portfolio holdings.

Number of Shares
2,658
Previous 2,569 3.46%
Holding current value
$716,995
Previous $679 Million 1.29%
% of portfolio
0.39%
Previous 0.37%

Shares

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

Apr 18, 2025
BUY
$251.87 - $277.95 $22,416 - $24,737
89 Added 3.46%
2,658 $687 Million
Q4 2024

Feb 13, 2025
BUY
$261.5 - $284.63 $33,472 - $36,432
128 Added 5.24%
2,569 $679 Million
Q3 2024

Nov 12, 2024
BUY
$237.84 - $263.83 $580,567 - $644,009
2,441 New
2,441 $644 Million
Q2 2024

Nov 14, 2024
SELL
$234.99 - $248.98 $7,989 - $8,465
-34 Reduced 1.39%
2,407 $583 Million

Others Institutions Holding VO

# of Institutions
2,351
Shares Held
196M
Call Options Held
69.3K
Put Options Held
25.1K
View Full List

About VANGUARD MID-CAP ETF

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