VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 521 Value ($000) $393 Avg Close — Range —
Q3 2025
Shares 452 Value ($000) $337 Avg Close — Range —
Q2 2025
Shares 442 Value ($000) $293 Avg Close — Range —
Q1 2025
Shares 424 Value ($000) $230 Avg Close — Range —
Q4 2024
Shares 444 Value ($000) $276 Avg Close — Range —
Q3 2024
Shares 433 Value ($000) $254 Avg Close — Range —
Q2 2024
Shares 421 Value ($000) $243 Avg Close — Range —