Optivise Advisory Services LLC Vanguard Value ETF Transaction History

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025

A detailed history of Optivise Advisory Services LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 1,799 shares of VTV stock, worth $336,682. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,799
Previous 1,407 27.86%
Holding current value
$336,682
Previous $249 Million 34.94%
% of portfolio
0.2%
Previous 0.13%

Shares

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

Oct 17, 2025
BUY
$175.51 - $186.57 $68,799 - $73,135
392 Added 27.86%
1,799 $335 Million
Q2 2025

Aug 05, 2025
BUY
$153.67 - $176.74 $33,807 - $38,882
220 Added 18.53%
1,407 $249 Million
Q1 2025

Apr 18, 2025
BUY
$167.73 - $179.21 $199,095 - $212,722
1,187 New
1,187 $205 Million

Others Institutions Holding VTV

# of Institutions
2,753
Shares Held
586M
Call Options Held
159K
Put Options Held
38.8K
View Full List

About VANGUARD VALUE ETF

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