Optivise Advisory Services LLC Vanguard Small Cap ETF Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025

A detailed history of Optivise Advisory Services LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 999 shares of VB stock, worth $207,452. This represents 0.12% of its overall portfolio holdings.

Number of Shares
999
Previous 994 0.5%
Holding current value
$207,452
Previous $239 Million 7.33%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Apr 18, 2025
BUY
$217.89 - $252.64 $1,089 - $1,263
5 Added 0.5%
999 $221 Million
Q4 2024

Feb 13, 2025
BUY
$233.76 - $261.58 $24,778 - $27,727
106 Added 11.94%
994 $239 Million
Q3 2024

Nov 12, 2024
BUY
$214.77 - $237.72 $190,715 - $211,095
888 New
888 $211 Million

Others Institutions Holding VB

# of Institutions
2,346
Shares Held
161M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email