ORG
Optimist Retirement Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Sell |
16,503
-868
| -5% | -$206K | 1.87% | 8 |
|
|
2025
Q1 | $3.85M | Sell |
17,371
-540
| -3% | -$120K | 1.93% | 8 |
|
|
2024
Q4 | $4.3M | Buy |
17,911
+25
| +0.1% | +$6.01K | 2.04% | 10 |
|
|
2024
Q3 | $4.24M | Sell |
17,886
-42
| -0.2% | -$9.96K | 1.91% | 10 |
|
|
2024
Q2 | $3.91M | Buy |
17,928
+24
| +0.1% | +$5.23K | 2.05% | 8 |
|
|
2024
Q1 | $4.09M | Buy |
17,904
+567
| +3% | +$130K | 2.1% | 8 |
|
|
2023
Q4 | $3.7M | Buy |
+17,337
| New | +$3.7M | 2.4% | 8 |
|