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 $622,744. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,632
Previous 6,710 1.16%
Holding current value
$622,744
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
1,913
Shares Held
227M
Call Options Held
1.45M
Put Options Held
1.56M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Optimist Retirement Group LLC Portfolio

Follow Optimist Retirement Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimist Retirement Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optimist Retirement Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email