Optimist Retirement Group LLC Vanguard Information Technolog Transaction History

Optimist Retirement Group LLC

  • $216 Million
  • Q3 2025

A detailed history of Optimist Retirement Group LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Optimist Retirement Group LLC holds 307 shares of VGT stock, worth $232,171. This represents 0.11% of its overall portfolio holdings.

Number of Shares
307
Previous 307 -0.0%
Holding current value
$232,171
Previous $203,000 12.81%
% of portfolio
0.11%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$470.37 - $663.28 $29,162 - $41,123
-62 Reduced 16.8%
307 $203,000
Q4 2024

Jan 27, 2025
BUY
$571.78 - $647.97 $571 - $647
1 Added 0.27%
369 $229 Million
Q2 2024

Aug 12, 2024
BUY
$479.9 - $588.82 $176,603 - $216,685
368 New
368 $212 Million

Others Institutions Holding VGT

# of Institutions
2,085
Shares Held
55.1M
Call Options Held
410K
Put Options Held
310K
View Full List

About VANGUARD INFORMATION TECHNOLOG

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