Optivise Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.14M	Buy	3,776 +339	+10%	+$193K	1.1%	19
2025 Q1	$1.77M	Buy	3,437 +156	+5%	+$80.2K	0.99%	18
2024 Q4	$1.77M	Buy	3,281 +127	+4%	+$68.4K	0.95%	23
2024 Q3	$1.66M	Buy	3,154 +4	+0.1%	+$2.11K	0.88%	29
2024 Q2	$1.58M	Buy	+3,150	New	+$1.58M	0.85%	29