Optimist Retirement Group LLC Vanguard Small Cap ETF Transaction History
Optimist Retirement Group LLC
- $190 Billion
- Q2 2024
A detailed history of Optimist Retirement Group LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Optimist Retirement Group LLC holds 17,928 shares of VB stock, worth $4.62 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
17,928
Previous 17,904
0.13%
Holding current value
$4.62 Million
Previous $4.09 Billion
4.49%
% of portfolio
2.05%
Previous 2.1%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,106Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.47 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.89 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.86 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.34 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.32 Billion0.28% of portfolio