Optimist Retirement Group LLC Vanguard Small Cap ETF Transaction History

Optimist Retirement Group LLC

  • $196 Million
  • Q1 2025

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 17,371 shares of VB stock, worth $3.75 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
17,371
Previous 17,911 3.01%
Holding current value
$3.75 Million
Previous $4.3 Billion 99.91%
% of portfolio
1.96%
Previous 2.04%

Shares

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

May 05, 2025
SELL
$217.89 - $252.64 $117,660 - $136,425
-540 Reduced 3.01%
17,371 $3.85 Million
Q4 2024

Jan 27, 2025
BUY
$233.76 - $261.58 $5,844 - $6,539
25 Added 0.14%
17,911 $4.3 Billion
Q3 2024

Nov 25, 2024
SELL
$214.77 - $237.72 $9,020 - $9,984
-42 Reduced 0.23%
17,886 $4.24 Billion
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

# of Institutions
2,348
Shares Held
159M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

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  • Ticker VB
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