Outlook Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Outlook Wealth Advisors, LLC

  • $285 Million
  • Q1 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 1,756 shares of VIG stock, worth $319,855. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,756
Previous 1,722 1.97%
Holding current value
$319,855
Previous $293,000 9.22%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$168.47 - $182.98 $5,727 - $6,221
34 Added 1.97%
1,756 $320,000
Q3 2023

Oct 10, 2023
BUY
$155.38 - $166.95 $155 - $166
1 Added 0.06%
1,722 $267,000
Q2 2023

Jul 10, 2023
BUY
$152.74 - $162.43 $262,865 - $279,542
1,721 New
1,721 $279,000
Q1 2021

May 04, 2021
SELL
N/A
-7,178 Closed
0 $0
Q4 2020

Feb 04, 2021
BUY
N/A
7,178 New
7,178 $1.01 Million

Others Institutions Holding VIG

# of Institutions
2,139
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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