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

Optimist Retirement Group LLC

$196 Million
Q1 2025

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 4,496 shares of VOO stock, worth $2.46 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

4,496

Previous 5,107 11.96%

Holding current value

$2.46 Million

Previous $2.75 Billion 99.92%

% of portfolio

1.18%

Previous 1.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$507.05 - $563.67 $309,807 - $344,402	-611 Reduced 11.96%	4,496 $2.31 Million
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

3,639

Shares Held

526M

Call Options Held

2.1M

Put Options Held

1.61M

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