Optivise Advisory Services LLC Vanguard Information Technolog Transaction History

Optivise Advisory Services LLC

$173 Billion
Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Optivise Advisory Services LLC holds 521 shares of VGT stock, worth $394,011. This represents 0.23% of its overall portfolio holdings.

Number of Shares

521

Previous 452 15.27%

Holding current value

$394,011

Previous $337 Million 16.46%

% of portfolio

0.23%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$736.33 - $801.52 $50,806 - $55,304	69 Added 15.27%	521 $393 Million
Q3 2025 Oct 17, 2025	BUY	$656.44 - $753.15 $6,564 - $7,531	10 Added 2.26%	452 $337 Million
Q2 2025 Aug 05, 2025	BUY	$470.37 - $663.28 $8,466 - $11,939	18 Added 4.25%	442 $293 Million
Q1 2025 Apr 18, 2025	SELL	$542.38 - $646.34 $10,847 - $12,926	-20 Reduced 4.5%	424 $230 Million
Q4 2024 Feb 13, 2025	BUY	$571.78 - $647.97 $6,289 - $7,127	11 Added 2.54%	444 $276 Million

Q3 2024 Nov 12, 2024	BUY	$514.43 - $606.85 $222,748 - $262,766	433 New	433 $254 Million
Q2 2024 Nov 14, 2024	SELL	$479.9 - $588.82 $5,758 - $7,065	-12 Reduced 2.77%	421 $243 Million

Others Institutions Holding VGT

# of Institutions

2,111

Shares Held

55.2M

Call Options Held

410K

Put Options Held

310K

View Full List

About VANGUARD INFORMATION TECHNOLOG

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Optivise Advisory Services LLC Vanguard Information Technolog Transaction History