Optivise Advisory Services LLC Vanguard Whitehall Fds (Vangua Transaction History

Optivise Advisory Services LLC

$196 Billion
Q2 2025

A detailed history of Optivise Advisory Services LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Optivise Advisory Services LLC holds 4,481 shares of VYM stock, worth $616,003. This represents 0.31% of its overall portfolio holdings.

Number of Shares

4,481

Previous 3,998 12.08%

Holding current value

$616,003

Previous $516 Million 15.88%

% of portfolio

0.31%

Previous 0.29%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$114.78 - $133.31 $55,438 - $64,388	483 Added 12.08%	4,481 $597 Million
Q1 2025 Apr 18, 2025	SELL	$126.11 - $135.06 $7,818 - $8,373	-62 Reduced 1.53%	3,998 $516 Million
Q4 2024 Feb 13, 2025	BUY	$126.68 - $134.74 $37,750 - $40,152	298 Added 7.92%	4,060 $518 Million
Q3 2024 Nov 12, 2024	BUY	$117.9 - $128.2 $443,539 - $482,288	3,762 New	3,762 $482 Million
Q2 2024 Nov 14, 2024	BUY	$114.71 - $121.51 $229 - $243	2 Added 0.05%	3,764 $446 Million

Others Institutions Holding VYM

# of Institutions

2,029

Shares Held

195M

Call Options Held

2.08M

Put Options Held

216K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Optivise Advisory Services LLC Vanguard Whitehall Fds (Vangua Transaction History