Optivise Advisory Services’s Vanguard Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Buy
1,407
+220
+19% +$38.9K 0.13% 168
2025
Q1
$205K Buy
+1,187
New +$205K 0.12% 186