Optivise Advisory Services LLC Vanguard Index Fds S&P 500 ETF Transaction History

Optivise Advisory Services LLC

$196 Billion
Q2 2025

A detailed history of Optivise Advisory Services LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 3,776 shares of VOO stock, worth $2.27 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

3,776

Previous 3,437 9.86%

Holding current value

$2.27 Million

Previous $1.77 Billion 21.43%

% of portfolio

1.1%

Previous 0.99%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$456.74 - $568.03 $154,834 - $192,562	339 Added 9.86%	3,776 $2.14 Billion
Q1 2025 Apr 18, 2025	BUY	$507.05 - $563.67 $79,099 - $87,932	156 Added 4.75%	3,437 $1.77 Billion
Q4 2024 Feb 13, 2025	BUY	$521.84 - $558.82 $66,273 - $70,970	127 Added 4.03%	3,281 $1.77 Billion
Q3 2024 Nov 12, 2024	BUY	$475.2 - $527.7 $1.5 Million - $1.66 Million	3,154 New	3,154 $1.66 Billion
Q2 2024 Nov 14, 2024	SELL	$455.1 - $504.28 $1,820 - $2,017	-4 Reduced 0.13%	3,150 $1.58 Billion

Others Institutions Holding VOO

# of Institutions

3,738

Shares Held

514M

Call Options Held

2.83M

Put Options Held

3.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Optivise Advisory Services LLC Vanguard Index Fds S&P 500 ETF Transaction History