Ownership history in OPTIMA CAPITAL LLC · 4 quarters on record
This page tracks every 13F SEC filing in which OPTIMA CAPITAL LLC reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 4,336 | +70 | +1.6% | 1.18% | $2.7M | $627.13 |
| 2025 Q3 | ADDED | 4,266 | +2,490 | +140.2% | 1.27% | $2.6M | $610.65 |
| 2025 Q2 | REDUCED | 1,776 | -35 | -1.9% | 0.54% | $1.0M | $564.81 |
| 2025 Q1 | INITIATED | 1,811 | — | — | 0.67% | $973K | $509.43 |
As of 2025 Q4 — sorted by position size