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

Optivise Advisory Services’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$286K	Hold	1,306	–	–	0.15%	165
2026 Q1	$266K	Hold	1,306	–	–	0.16%	146
2025 Q4	$268K	Buy	1,306 +56	+4%	+$11.3K	0.15%	147
2025 Q3	$249K	Buy	1,250 +6	+0.5%	+$1.17K	0.15%	152
2025 Q2	$235K	Buy	1,244 +6	+0.5%	+$1.08K	0.12%	175
2025 Q1	$228K	Buy	1,238 +5	+0.4%	+$936	0.13%	170
2024 Q4	$227K	Buy	1,233 +14	+1%	+$2.69K	0.12%	152
2024 Q3	$233K	Buy	1,219 +7	+0.6%	+$1.28K	0.12%	153
2024 Q2	$213K	Buy	+1,212	New	+$214K	0.12%	171

Other funds holding VOOV

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return