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

Outlook Wealth Advisors, LLC

$288 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	BUY	$76.34 - $77.25 $342,919 - $347,007	4,492 Added 59.81%	12,002 $920,000
Q4 2023 Jan 29, 2024	SELL	$74.64 - $77.03 $1,791 - $1,848	-24 Reduced 0.32%	7,510 $578,000
Q3 2023 Oct 10, 2023	SELL	$74.97 - $75.93 $4,873 - $4,935	-65 Reduced 0.86%	7,534 $566,000
Q2 2023 Jul 10, 2023	SELL	$75.52 - $76.97 $149,378 - $152,246	-1,978 Reduced 20.65%	7,599 $574,000
Q1 2023 Apr 18, 2023	SELL	$74.67 - $76.76 $742,219 - $762,994	-9,940 Reduced 50.93%	9,577 $732,000
Q4 2022 Feb 14, 2023	SELL	$74.07 - $75.87 $94,142 - $96,430	-1,271 Reduced 6.11%	19,517 $1.47 Million
Q3 2022 Oct 25, 2022	SELL	$74.52 - $77.47 $63,863 - $66,391	-857 Reduced 3.96%	20,788 $1.56 Million
Q2 2022 Jul 28, 2022	SELL	$75.68 - $77.74 $226,283 - $232,442	-2,990 Reduced 12.14%	21,645 $1.66 Million
Q1 2022 Jul 28, 2022	BUY	$77.66 - $80.73 $54,594 - $56,753	703 Added 2.94%	24,635 $1.92 Million
Q1 2022 May 13, 2022	BUY	$77.66 - $80.73 $1,863 - $1,937	24 Added 0.1%	23,932 $1.86 Million
Q4 2021 Jan 21, 2022	BUY	$80.78 - $81.98 $494,939 - $502,291	6,127 Added 34.46%	23,908 $1.93 Million
Q3 2021 Oct 22, 2021	SELL	$81.9 - $82.4 $1.29 Million - $1.3 Million	-15,736 Reduced 46.95%	17,781 $1.46 Million
Q2 2021 Jul 21, 2021	SELL	$82.08 - $82.43 $5,991 - $6,017	-73 Reduced 0.22%	33,517 $2.75 Million
Q1 2021 May 04, 2021	SELL	$82.08 - $82.89 $584,984 - $590,757	-7,127 Reduced 17.5%	33,590 $2.76 Million
Q4 2020 Feb 04, 2021	SELL	$82.67 - $82.96 $11,491 - $11,531	-139 Reduced 0.34%	40,717 $3.38 Million
Q3 2020 Nov 10, 2020	SELL	$82.96 - $83.3 $275,510 - $276,639	-3,321 Reduced 7.52%	40,856 $3.39 Million
Q2 2020 Jul 17, 2020	BUY	$81.78 - $83.12 $3.61 Million - $3.67 Million	44,177 New	44,177 $3.67 Million

Others Institutions Holding BSV

# of Institutions

1,242

Shares Held

376M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.14 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.28 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

Track This Portfolio

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.