Optimist Retirement Group LLC Vanguard Specialized Funds Van Transaction History

Optimist Retirement Group LLC

  • $196 Million
  • Q1 2025

A detailed history of Optimist Retirement Group LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Optimist Retirement Group LLC holds 6,180 shares of VNQ stock, worth $558,733. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,180
Previous 6,632 6.82%
Holding current value
$558,733
Previous $591 Million 99.91%
% of portfolio
0.28%
Previous 0.28%

Shares

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

May 05, 2025
SELL
$85.55 - $94.34 $38,668 - $42,641
-452 Reduced 6.82%
6,180 $559,000
Q4 2024

Jan 27, 2025
SELL
$87.85 - $98.6 $6,852 - $7,690
-78 Reduced 1.16%
6,632 $591 Million
Q3 2024

Nov 25, 2024
BUY
$82.97 - $98.97 $1,825 - $2,177
22 Added 0.33%
6,710 $654 Million
Q2 2024

Aug 12, 2024
SELL
$78.61 - $85.97 $32,230 - $35,247
-410 Reduced 5.78%
6,688 $560 Million
Q1 2024

May 13, 2024
BUY
$82.58 - $89.12 $7,101 - $7,664
86 Added 1.23%
7,098 $614 Million
Q4 2023

Feb 15, 2024
BUY
$71.05 - $89.54 $498,202 - $627,854
7,012 New
7,012 $620 Million

Others Institutions Holding VNQ

# of Institutions
1,931
Shares Held
234M
Call Options Held
1.13M
Put Options Held
1.28M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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