Optivise Advisory Services LLC Vanguard Mega Cap Value Transaction History

Optivise Advisory Services LLC

$173 Billion
Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Optivise Advisory Services LLC holds 4,020 shares of MGV stock, worth $556,689. This represents 0.33% of its overall portfolio holdings.

Number of Shares

4,020

Previous 3,850 4.42%

Holding current value

$556,689

Previous $530 Million 7.01%

% of portfolio

0.33%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$135.26 - $140.13 $22,994 - $23,822	170 Added 4.42%	4,020 $567 Million
Q3 2025 Oct 17, 2025	BUY	$129.46 - $137.85 $19,677 - $20,953	152 Added 4.11%	3,850 $530 Million
Q2 2025 Aug 05, 2025	BUY	$114.87 - $131.25 $51,346 - $58,668	447 Added 13.75%	3,698 $485 Million
Q1 2025 Apr 18, 2025	BUY	$123.61 - $133.01 $8,529 - $9,177	69 Added 2.17%	3,251 $419 Million
Q4 2024 Feb 13, 2025	BUY	$124.06 - $133.48 $55,206 - $59,398	445 Added 16.26%	3,182 $397 Million

Q3 2024 Nov 12, 2024	BUY	$118.0 - $128.28 $322,966 - $351,102	2,737 New	2,737 $351 Million
Q2 2024 Nov 14, 2024	BUY	$113.61 - $120.34 $3,635 - $3,850	32 Added 1.17%	2,769 $328 Million

Others Institutions Holding MGV

# of Institutions

562

Shares Held

55.4M

Call Options Held

13.5K

Put Options Held

2.4K

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About VANGUARD MEGA CAP VALUE

Ticker MGV
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Optivise Advisory Services LLC Vanguard Mega Cap Value Transaction History