Outlook Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Outlook Wealth Advisors, LLC

  • $298 Million
  • Q1 2025

A detailed history of Outlook Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 2,552 shares of VB stock, worth $529,948. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,552
Previous 2,536 0.63%
Holding current value
$529,948
Previous $609,000 7.22%
% of portfolio
0.19%
Previous 0.21%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$217.89 - $252.64 $3,486 - $4,042
16 Added 0.63%
2,552 $565,000
Q4 2024

Jan 14, 2025
BUY
$233.76 - $261.58 $3,272 - $3,662
14 Added 0.56%
2,536 $609,000
Q3 2024

Oct 23, 2024
BUY
$214.77 - $237.72 $7,302 - $8,082
34 Added 1.37%
2,522 $598,000
Q1 2024

Apr 22, 2024
SELL
$204.0 - $228.59 $92,616 - $103,779
-454 Reduced 15.43%
2,488 $568,000
Q4 2023

Jan 29, 2024
SELL
$175.26 - $215.9 $1,226 - $1,511
-7 Reduced 0.24%
2,942 $627,000
Q3 2023

Oct 10, 2023
SELL
$186.24 - $208.75 $2,979 - $3,340
-16 Reduced 0.54%
2,949 $557,000
Q2 2023

Jul 10, 2023
BUY
$181.26 - $198.89 $537,435 - $589,708
2,965 New
2,965 $589,000
Q3 2022

Oct 25, 2022
SELL
$170.45 - $206.62 $41,419 - $50,208
-243 Reduced 3.96%
5,897 $1.01 Million
Q2 2022

Jul 28, 2022
SELL
$170.7 - $214.67 $180,942 - $227,550
-1,060 Reduced 14.72%
6,140 $1.08 Million
Q1 2022

Jul 28, 2022
BUY
$198.73 - $227.97 $18,084 - $20,745
91 Added 1.28%
7,200 $1.53 Million
Q1 2022

May 13, 2022
BUY
$198.73 - $227.97 $2,384 - $2,735
12 Added 0.17%
7,109 $1.51 Million
Q4 2021

Jan 21, 2022
BUY
$215.13 - $239.37 $113,588 - $126,387
528 Added 8.04%
7,097 $1.6 Million
Q3 2021

Oct 22, 2021
SELL
$211.9 - $229.42 $6,357 - $6,882
-30 Reduced 0.45%
6,569 $1.44 Million
Q2 2021

Jul 21, 2021
BUY
$211.77 - $228.05 $115,626 - $124,515
546 Added 9.02%
6,599 $1.49 Million
Q1 2021

May 04, 2021
BUY
$191.53 - $223.48 $347,626 - $405,616
1,815 Added 42.83%
6,053 $1.3 Million
Q4 2020

Feb 04, 2021
BUY
$156.0 - $196.91 $151,476 - $191,199
971 Added 29.72%
4,238 $825,000
Q3 2020

Nov 10, 2020
SELL
$143.34 - $162.04 $4,156 - $4,699
-29 Reduced 0.88%
3,267 $502,000
Q2 2020

Jul 17, 2020
SELL
$106.26 - $156.76 $68,218 - $100,639
-642 Reduced 16.3%
3,296 $480,000
Q1 2020

Apr 16, 2020
BUY
$98.45 - $170.48 $3,544 - $6,137
36 Added 0.92%
3,938 $455,000
Q4 2019

Feb 12, 2020
SELL
$149.04 - $166.74 $37,110 - $41,518
-249 Reduced 6.0%
3,902 $646,000
Q3 2019

Oct 17, 2019
SELL
$153.32 - $158.01 $3,373 - $3,476
-22 Reduced 0.53%
4,151 $639,000
Q2 2019

Aug 15, 2019
BUY
N/A
522 Added 14.3%
4,173 $654,000
Q1 2019

May 06, 2019
BUY
N/A
3,651 New
3,651 $558,000

Others Institutions Holding VB

# of Institutions
2,346
Shares Held
161M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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