Optimist Retirement Group LLC Vanguard Financial ETF Transaction History

Optimist Retirement Group LLC

  • $211 Billion
  • Q4 2024

A detailed history of Optimist Retirement Group LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Optimist Retirement Group LLC holds 1,997 shares of VFH stock, worth $225,321. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,997
Previous 1,987 0.5%
Holding current value
$225,321
Previous $218 Million 7.95%
% of portfolio
0.11%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$108.87 - $126.2 $1,088 - $1,262
10 Added 0.5%
1,997 $236 Million
Q3 2024

Nov 25, 2024
BUY
$99.27 - $111.21 $197,249 - $220,974
1,987 New
1,987 $218 Million

Others Institutions Holding VFH

# of Institutions
774
Shares Held
54.5M
Call Options Held
49.9K
Put Options Held
4.6K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
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