Optivise Advisory Services LLC Vanguard Dividend Appreciation Transaction History

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025

A detailed history of Optivise Advisory Services LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Optivise Advisory Services LLC holds 937 shares of VIG stock, worth $170,674. This represents 0.12% of its overall portfolio holdings.

Number of Shares
937
Previous 1,410 33.55%
Holding current value
$170,674
Previous $289 Million 29.94%
% of portfolio
0.12%
Previous 0.15%

Shares

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

Oct 17, 2025
SELL
N/A
-473 Reduced 33.55%
937 $202 Million
Q1 2025

Apr 18, 2025
SELL
N/A
-255 Reduced 15.32%
1,410 $274 Million
Q4 2024

Feb 13, 2025
BUY
N/A
103 Added 6.59%
1,665 $326 Million
Q3 2024

Nov 12, 2024
BUY
$182.15 - $182.15 $284,518 - $284,518
1,562 New
1,562 $309 Million
Q2 2024

Nov 14, 2024
SELL
$173.33 - $185.29 $11,959 - $12,785
-69 Reduced 4.42%
1,493 $273 Million

Others Institutions Holding VIG

# of Institutions
2,654
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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