Number of Shares
17,371.00
Current Holdings Value*
$3.85 Mil
% of Portfolio
1.93%
Total Estimate Gain
$923,809.45
% of Total Estimate Gain
26.59%

Optimist Retirement Group LLC's Vanguard Small Cap ETF Holding Summary

As of 2025-03-31, Optimist Retirement Group LLC held 17,371.00 shares of Vanguard Small Cap ETF(VB), totaling $3.85 Mil. This investment constitutes 1.93% of their stock portfolio, and Optimist Retirement Group LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.

The initial trade took place in 2023Q4. And since then Optimist Retirement Group LLC has made 3 purchases of VB, at an average price of $193.50, for a total of 17,953.00 shares. In addition, there have been 2 sales at an average price of $237.97 for 582.00 shares. Based on historical transaction data and VB's current price of $245.19, Optimist Retirement Group LLC's estimated gain on his VB holdings is $923,809.45, reflecting a 26.59% gain to date.

Optimist Retirement Group LLC VB ($245.19) Holding Chart

Optimist Retirement Group LLC VB ($245.19) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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