Optimist Retirement Group LLC Vanguard Utilities ETF Transaction History

Optimist Retirement Group LLC

  • $216 Million
  • Q3 2025

A detailed history of Optimist Retirement Group LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Optimist Retirement Group LLC holds 1,148 shares of VPU stock, worth $220,817. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,148
Previous 1,144 0.35%
Holding current value
$220,817
Previous $201,000 7.96%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
BUY
$175.25 - $189.41 $701 - $757
4 Added 0.35%
1,148 $217,000
Q2 2025

Aug 14, 2025
SELL
$158.36 - $178.82 $27,396 - $30,935
-173 Reduced 13.14%
1,144 $201,000
Q1 2025

May 05, 2025
BUY
$161.24 - $173.33 $806 - $866
5 Added 0.38%
1,317 $224,000
Q4 2024

Jan 27, 2025
BUY
$160.52 - $179.11 $1,765 - $1,970
11 Added 0.85%
1,312 $214 Million
Q3 2024

Nov 25, 2024
BUY
$146.64 - $174.54 $190,778 - $227,076
1,301 New
1,301 $226 Million

Others Institutions Holding VPU

# of Institutions
699
Shares Held
13.7M
Call Options Held
26.3K
Put Options Held
4.1K
View Full List

About VANGUARD UTILITIES ETF

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