Optimist Retirement Group LLC Vanguard Index Fds S&P 500 ETF Transaction History

Optimist Retirement Group LLC

$211 Billion
Q4 2024

A detailed history of Optimist Retirement Group LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Optimist Retirement Group LLC holds 5,107 shares of VOO stock, worth $2.86 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

5,107

Previous 5,149 0.82%

Holding current value

$2.86 Million

Previous $2.72 Billion 1.28%

% of portfolio

1.3%

Previous 1.23%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$521.84 - $558.82 $21,917 - $23,470	-42 Reduced 0.82%	5,107 $2.75 Billion
Q3 2024 Nov 25, 2024	SELL	$475.2 - $527.7 $11,880 - $13,192	-25 Reduced 0.48%	5,149 $2.72 Billion
Q2 2024 Aug 12, 2024	SELL	$455.1 - $504.28 $58,252 - $64,547	-128 Reduced 2.41%	5,174 $2.59 Billion
Q1 2024 May 13, 2024	SELL	$429.43 - $481.35 $70,855 - $79,422	-165 Reduced 3.02%	5,302 $2.55 Billion
Q4 2023 Feb 15, 2024	BUY	$377.32 - $438.19 $2.06 Million - $2.4 Million	5,467 New	5,467 $2.39 Billion

Others Institutions Holding VOO

# of Institutions

3,471

Shares Held

473M

Call Options Held

2.41M

Put Options Held

1.46M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Optimist Retirement Group LLC Vanguard Index Fds S&P 500 ETF Transaction History