Optivise Advisory Services LLC Vanguard Mid Cap ETF Transaction History

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 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 1,628 shares of VO stock, worth $467,122. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,628
Previous 2,718 40.1%
Holding current value
$467,122
Previous $761 Million 37.13%
% of portfolio
0.28%
Previous 0.39%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$279.83 - $293.74 $305,014 - $320,176
-1,090 Reduced 40.1%
1,628 $478 Million
Q2 2025

Aug 05, 2025
BUY
$228.54 - $279.83 $13,712 - $16,789
60 Added 2.26%
2,718 $761 Million
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
2,507
Shares Held
220M
Call Options Held
55K
Put Options Held
34.5K
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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