Optimist Retirement Group LLC Vanguard Financial ETF Transaction History

Optimist Retirement Group LLC

  • $204 Million
  • Q2 2025

A detailed history of Optimist Retirement Group LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Optimist Retirement Group LLC holds 1,644 shares of VFH stock, worth $216,449. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,644
Previous 1,986 17.22%
Holding current value
$216,449
Previous $237,000 11.81%
% of portfolio
0.1%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$104.87 - $127.3 $35,865 - $43,536
-342 Reduced 17.22%
1,644 $209,000
Q1 2025

May 05, 2025
SELL
$114.07 - $127.34 $1,254 - $1,400
-11 Reduced 0.55%
1,986 $237,000
Q4 2024

Jan 27, 2025
BUY
$108.87 - $126.2 $1,088 - $1,262
10 Added 0.5%
1,997 $236 Million
Q3 2024

Nov 25, 2024
BUY
$99.27 - $111.21 $197,249 - $220,974
1,987 New
1,987 $218 Million

Others Institutions Holding VFH

# of Institutions
790
Shares Held
55.1M
Call Options Held
81.7K
Put Options Held
3.9K
View Full List

About VANGUARD FINANCIAL ETF

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