Optimist Retirement Group LLC Vanguard Energy ETF Transaction History
Optimist Retirement Group LLC
- $190 Billion
- Q2 2024
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 1,729 shares of VDE stock, worth $206,217. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,729
Previous 1,672
3.41%
Holding current value
$206,217
Previous $220 Million
0.17%
% of portfolio
0.12%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding VDE
# of Institutions
670Shares Held
23.6MCall Options Held
90.5KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC2.39MShares$285 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.59MShares$190 Million0.02% of portfolio
-
Ubs Group Ag1.41MShares$168 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.26MShares$150 Million7.12% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$118 Million0.03% of portfolio