Outlook Wealth Advisors, LLC Vanguard Bd Index Fd Inc Long 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 Long stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 9,093 shares of BLV stock, worth $617,687. This represents 0.21% of its overall portfolio holdings.

Number of Shares

9,093

Previous 9,041 0.58%

Holding current value

$617,687

Previous $618,000 2.91%

% of portfolio

0.21%

Previous 0.21%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$66.9 - $71.57 $3,478 - $3,721	52 Added 0.58%	9,093 $636,000
Q4 2024 Jan 14, 2025	BUY	$68.25 - $75.42 $6,415 - $7,089	94 Added 1.05%	9,041 $618,000
Q3 2024 Oct 23, 2024	BUY	$69.16 - $76.64 $11,203 - $12,415	162 Added 1.84%	8,947 $672,000
Q1 2024 Apr 22, 2024	BUY	$70.55 - $74.4 $619,781 - $653,604	8,785 New	8,785 $635,000
Q2 2022 Jul 28, 2022	SELL	$76.82 - $91.91 $248,051 - $296,777	-3,229 Closed	0 $0
Q1 2022 Jul 28, 2022	BUY	$89.51 - $101.14 $5,191 - $5,866	58 Added 1.83%	3,229 $296,000
Q1 2022 May 13, 2022	BUY	$89.51 - $101.14 $895 - $1,011	10 Added 0.32%	3,171 $291,000
Q4 2021 Jan 21, 2022	SELL	$100.51 - $106.41 $277,307 - $293,585	-2,759 Reduced 46.6%	3,161 $325,000
Q3 2021 Oct 22, 2021	SELL	$102.33 - $106.66 $22,717 - $23,678	-222 Reduced 3.61%	5,920 $606,000
Q2 2021 Jul 21, 2021	BUY	$97.54 - $103.68 $15,703 - $16,692	161 Added 2.69%	6,142 $633,000
Q1 2021 May 04, 2021	SELL	$96.21 - $109.25 $479,895 - $544,939	-4,988 Reduced 45.47%	5,981 $587,000
Q4 2020 Feb 04, 2021	SELL	$108.9 - $113.64 $525,115 - $547,972	-4,822 Reduced 30.54%	10,969 $1.2 Million
Q3 2020 Nov 10, 2020	SELL	$111.25 - $117.53 $16,576 - $17,511	-149 Reduced 0.93%	15,791 $1.77 Million
Q2 2020 Jul 17, 2020	BUY	$105.17 - $111.65 $568,338 - $603,356	5,404 Added 51.29%	15,940 $1.78 Million
Q1 2020 Apr 16, 2020	BUY	$91.55 - $114.49 $964,570 - $1.21 Million	10,536 New	10,536 $1.12 Million

Others Institutions Holding BLV

# of Institutions

406

Shares Held

46.8M

Call Options Held

70.4K

Put Options Held

11.5K

View Full List

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
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Outlook Wealth Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History