Optimist Retirement Group LLC Vanguard Utilities ETF Transaction History

Optimist Retirement Group LLC

  • $196 Million
  • Q1 2025

A detailed history of Optimist Retirement Group LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Optimist Retirement Group LLC holds 1,317 shares of VPU stock, worth $230,804. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,317
Previous 1,312 0.38%
Holding current value
$230,804
Previous $214 Million 99.9%
% of portfolio
0.11%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$161.24 - $173.33 $806 - $866
5 Added 0.38%
1,317 $224,000
Q4 2024

Jan 27, 2025
BUY
$160.52 - $179.11 $1,765 - $1,970
11 Added 0.85%
1,312 $214 Million
Q3 2024

Nov 25, 2024
BUY
$146.64 - $174.54 $190,778 - $227,076
1,301 New
1,301 $226 Million

Others Institutions Holding VPU

# of Institutions
666
Shares Held
13.1M
Call Options Held
60.9K
Put Options Held
4K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
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