Optivise Advisory Services LLC Vanguard Index Fds S&P 500 ETF Transaction History

Optivise Advisory Services LLC

$186 Billion
Q4 2024

A detailed history of Optivise Advisory Services LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 3,281 shares of VOO stock, worth $1.68 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

3,281

Previous 3,154 4.03%

Holding current value

$1.68 Million

Previous $1.66 Billion 6.24%

% of portfolio

0.95%

Previous 0.88%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$521.84 - $558.82 $66,273 - $70,970	127 Added 4.03%	3,281 $1.77 Billion
Q3 2024 Nov 12, 2024	BUY	$475.2 - $527.7 $1.5 Million - $1.66 Million	3,154 New	3,154 $1.66 Billion
Q2 2024 Nov 14, 2024	SELL	$455.1 - $504.28 $1,820 - $2,017	-4 Reduced 0.13%	3,150 $1.58 Billion

Others Institutions Holding VOO

# of Institutions

3,547

Shares Held

473M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

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.

Account

Optivise Advisory Services LLC Vanguard Index Fds S&P 500 ETF Transaction History