Optimist Retirement Group LLC Vanguard Specialized Funds Van Transaction History

Optimist Retirement Group LLC

  • $211 Billion
  • Q4 2024

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 6,632 shares of VNQ stock, worth $594,293. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,632
Previous 6,710 1.16%
Holding current value
$594,293
Previous $654 Million 9.62%
% of portfolio
0.28%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,822
Shares Held
238M
Call Options Held
1.22M
Put Options Held
1.53M
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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