Outlook Wealth Advisors, LLC Vanguard Information Technolog Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 2,016 shares of VGT stock, worth $1.4 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
2,016
Previous 2,002
0.7%
Holding current value
$1.4 Million
Previous $1.24 Million
11.98%
% of portfolio
0.37%
Previous 0.43%
Shares
20 transactions
Others Institutions Holding VGT
# of Institutions
1,938Shares Held
53.9MCall Options Held
1.12MPut Options Held
467K-
Bank Of America Corp Charlotte, NC15.7MShares$10.9 Billion0.7% of portfolio
-
Jpmorgan Chase & CO New York, NY6.13MShares$4.25 Billion0.26% of portfolio
-
Morgan Stanley New York, NY2.06MShares$1.43 Billion0.08% of portfolio
-
Ubs Group Ag1.8MShares$1.25 Billion0.18% of portfolio
-
Proficio Capital Partners LLC Newton, MA1.54MShares$1.07 Billion5.08% of portfolio