Optimist Retirement Group LLC Vanguard Energy ETF Transaction History
Optimist Retirement Group LLC
- $196 Million
- Q1 2025
A detailed history of Optimist Retirement Group LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Optimist Retirement Group LLC holds 1,750 shares of VDE stock, worth $208,740. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,750
Previous 1,744
0.34%
Holding current value
$208,740
Previous $212 Million
99.89%
% of portfolio
0.12%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding VDE
# of Institutions
740Shares Held
21.3MCall Options Held
86.7KPut Options Held
33.4K-
Bank Of America Corp Charlotte, NC2.16MShares$257 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.64MShares$196 Million0.02% of portfolio
-
Ubs Group Ag1.2MShares$143 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.18MShares$140 Million0.04% of portfolio
-
Wealthfront Advisers LLC883KShares$105 Million0.28% of portfolio