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 $216,790. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,750
Previous 1,744
0.34%
Holding current value
$216,790
Previous $212 Million
99.89%
% of portfolio
0.12%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding VDE
# of Institutions
748Shares Held
21.1MCall Options Held
87.6KPut Options Held
34.3K-
Bank Of America Corp Charlotte, NC2.16MShares$267 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.64MShares$203 Million0.02% of portfolio
-
Ubs Group Ag1.2MShares$149 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.18MShares$146 Million0.04% of portfolio
-
Wealthfront Advisers LLC908KShares$112 Million0.34% of portfolio