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Optivise Advisory Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Optivise Advisory Services’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,189
Closed -$217K – 188
2024
Q2 		$217K Buy
+1,189
New +$220K 0.12% 170

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AA
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Optivise Advisory Services's VBR Position: Q3 2024 in Review

Optivise Advisory Services sold out of Vanguard Small-Cap Value ETF (VBR) in Q3 2024, closing a stake of 1,189 shares — an estimated $217K sold.

Optivise Advisory Services first reported a position in VBR in Q2 2024 and held it in 1 quarter. The position peaked at $217K in Q2 2024. 1,426 funds tracked by Wall St. Rank hold VBR as of Q3 2024.

  • Optivise Advisory Services reported no remaining Vanguard Small-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Optivise Advisory Services sold 1,189 Vanguard Small-Cap Value ETF shares in Q3 2024, an estimated $217K.
  • Optivise Advisory Services first reported a position in Vanguard Small-Cap Value ETF in Q2 2024 and held it in 1 quarter.
  • Optivise Advisory Services's Vanguard Small-Cap Value ETF position peaked at $217K in Q2 2024.
  • 1,426 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q3 2024.

Based on Optivise Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.