Optimist Retirement Group LLC VB Holdings History
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 $246.98, Optimist Retirement Group LLC's estimated gain on his VB holdings is $954,879.22, reflecting a 27.49% gain to date.
Optimist Retirement Group LLC VB ($246.98) Holding Chart
Optimist Retirement Group LLC VB ($246.98) 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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