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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$210.76 - $226.94 $5,058 - $5,446
24 Added 0.13%
17,928 $3.91 Billion
Q1 2024

May 13, 2024

BUY
$204.0 - $228.59 $115,668 - $129,610
567 Added 3.27%
17,904 $4.09 Billion
Q4 2023

Feb 15, 2024

BUY
$175.26 - $215.9 $3.04 Million - $3.74 Million
17,337 New
17,337 $3.7 Billion

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Optimist Retirement Group LLC Portfolio

Follow Optimist Retirement Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimist Retirement Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optimist Retirement Group LLC with notifications on news.