Optivise Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$761K	Buy	2,718 +60	+2%	+$16.8K	0.39%	66
2025 Q1	$687K	Buy	2,658 +89	+3%	+$23K	0.39%	66
2024 Q4	$679K	Buy	2,569 +128	+5%	+$33.8K	0.37%	72
2024 Q3	$644K	Buy	2,441 +34	+1%	+$8.97K	0.34%	65
2024 Q2	$583K	Buy	+2,407	New	+$583K	0.31%	75