Optivise Advisory Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$475K	Buy
2025 Q2	$438K	Hold
2025 Q1	$396K	Sell
2024 Q4	$443K	Buy
2024 Q3	$431K	Sell
2024 Q2	$422K	Buy