Optivise Advisory Services LLC Vanguard Whitehall Fds (Vangua Transaction History

Optivise Advisory Services LLC

$168 Billion
Q3 2025

A detailed history of Optivise Advisory Services LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Optivise Advisory Services LLC holds 7,368 shares of VYM stock, worth $1.04 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

7,368

Previous 4,481 64.43%

Holding current value

$1.04 Million

Previous $597 Million 73.82%

% of portfolio

0.62%

Previous 0.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$132.9 - $142.03 $383,682 - $410,040	2,887 Added 64.43%	7,368 $1.04 Billion
Q2 2025 Aug 05, 2025	BUY	$114.78 - $133.31 $55,438 - $64,388	483 Added 12.08%	4,481 $597 Million
Q1 2025 Apr 18, 2025	SELL	$126.11 - $135.06 $7,818 - $8,373	-62 Reduced 1.53%	3,998 $516 Million
Q4 2024 Feb 13, 2025	BUY	$126.68 - $134.74 $37,750 - $40,152	298 Added 7.92%	4,060 $518 Million
Q3 2024 Nov 12, 2024	BUY	$117.9 - $128.2 $443,539 - $482,288	3,762 New	3,762 $482 Million

Q2 2024 Nov 14, 2024	BUY	$114.71 - $121.51 $229 - $243	2 Added 0.05%	3,764 $446 Million

Others Institutions Holding VYM

# of Institutions

2,099

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

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 Whitehall Fds (Vangua Transaction History