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

Optimist Retirement Group LLC

$204 Million
Q2 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 $2.82 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

4,496

Previous 4,496 -0.0%

Holding current value

$2.82 Million

Previous $2.31 Million 10.52%

% of portfolio

1.25%

Previous 1.18%

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

3,803

Shares Held

513M

Call Options Held

2.83M

Put Options Held

3.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

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.

Account

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