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 $630,781. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,093
Previous 9,041 0.58%
Holding current value
$630,781
Previous $618,000 2.91%
% of portfolio
0.21%
Previous 0.21%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
408
Shares Held
41.2M
Call Options Held
17.1K
Put Options Held
24.2K
View Full List

About VANGUARD BD INDEX FD INC LONG

BLV Quotes by TradingView
  • Ticker BLV
  • Sector ETFs
  • Industry ETFs
More about BLV
Track This Portfolio

Track Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email