Outlook Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Outlook Wealth Advisors, LLC

$298 Million
Q1 2025

A detailed history of Outlook Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 10,343 shares of BIV stock, worth $796,617. This represents 0.27% of its overall portfolio holdings.

Number of Shares

10,343

Previous 10,831 4.51%

Holding current value

$796,617

Previous $809,000 2.35%

% of portfolio

0.27%

Previous 0.28%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$73.78 - $76.59 $36,004 - $37,375	-488 Reduced 4.51%	10,343 $790,000
Q4 2024 Jan 14, 2025	BUY	$74.5 - $78.37 $11,994 - $12,617	161 Added 1.51%	10,831 $809,000
Q3 2024 Oct 23, 2024	SELL	$74.26 - $78.84 $653,710 - $694,028	-8,803 Reduced 45.21%	10,670 $836,000
Q1 2024 Apr 22, 2024	BUY	$74.51 - $76.61 $159,972 - $164,481	2,147 Added 12.39%	19,473 $1.47 Million
Q4 2023 Jan 29, 2024	SELL	$70.49 - $76.74 $608,328 - $662,266	-8,630 Reduced 33.25%	17,326 $1.32 Million
Q3 2023 Oct 10, 2023	SELL	$72.11 - $75.67 $426,386 - $447,436	-5,913 Reduced 18.55%	25,956 $1.88 Million
Q2 2023 Jul 10, 2023	SELL	$74.96 - $77.47 $313,407 - $323,902	-4,181 Reduced 11.6%	31,869 $2.4 Million
Q1 2023 Apr 18, 2023	BUY	$73.57 - $77.31 $2.65 Million - $2.79 Million	36,050 New	36,050 $2.77 Million
Q2 2022 Jul 28, 2022	SELL	$75.37 - $81.44 $638,610 - $690,041	-8,473 Closed	0 $0
Q1 2022 Jul 28, 2022	BUY	$81.03 - $87.06 $13,694 - $14,713	169 Added 2.04%	8,473 $694,000
Q1 2022 May 13, 2022	BUY	$81.03 - $87.06 $1,377 - $1,480	17 Added 0.21%	8,304 $680,000
Q4 2021 Jan 21, 2022	SELL	$87.51 - $89.66 $439,825 - $450,631	-5,026 Reduced 37.75%	8,287 $726,000
Q3 2021 Oct 22, 2021	SELL	$89.41 - $91.32 $28,342 - $28,948	-317 Reduced 2.33%	13,313 $1.19 Million
Q2 2021 Jul 21, 2021	BUY	$88.27 - $90.15 $48,460 - $49,492	549 Added 4.2%	13,630 $1.23 Million
Q1 2021 May 04, 2021	SELL	$88.61 - $92.83 $1.65 Million - $1.72 Million	-18,568 Reduced 58.67%	13,081 $1.16 Million
Q4 2020 Feb 04, 2021	BUY	$92.55 - $93.62 $756,966 - $765,717	8,179 Added 34.85%	31,649 $2.94 Million
Q3 2020 Nov 10, 2020	SELL	$93.08 - $94.37 $49,239 - $49,921	-529 Reduced 2.2%	23,470 $2.19 Million
Q2 2020 Jul 17, 2020	BUY	$88.97 - $93.19 $642,096 - $672,552	7,217 Added 43.0%	23,999 $2.24 Million
Q1 2020 Apr 16, 2020	BUY	$83.77 - $92.22 $1.41 Million - $1.55 Million	16,782 New	16,782 $1.5 Million

Others Institutions Holding BIV

# of Institutions

998

Shares Held

187M

Call Options Held

4.4K

Put Options Held

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About VANGUARD BD INDEX FD INC INTER

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Outlook Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History