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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$235K	Buy	1,244 +6	+0.5%	+$1.13K	0.12%	175
2025 Q1	$228K	Buy	1,238 +5	+0.4%	+$921	0.13%	170
2024 Q4	$227K	Buy	1,233 +14	+1%	+$2.58K	0.12%	152
2024 Q3	$233K	Buy	1,219 +7	+0.6%	+$1.34K	0.12%	153
2024 Q2	$213K	Buy	+1,212	New	+$213K	0.12%	171