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Vanguard Small-Cap ETF shares owned by Optimist Retirement Group

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Optimist Retirement Group from 13F filings

Historical chart of Optimist Retirement Group investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Optimist Retirement Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Optimist Retirement Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.3M 18k 240.28
2024-09-30 $4.2M 18k 237.22
2024-06-30 $3.9M 18k 218.04
2024-03-31 $4.1M 18k 228.59
2023-12-31 $3.7M 17k 213.33