Outlook Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Outlook Wealth Advisors, LLC

  • $331 Million
  • Q3 2025

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 1,963 shares of VIG stock, worth $357,560. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,963
Previous 1,819 7.92%
Holding current value
$357,560
Previous $331,000 7.85%
% of portfolio
0.11%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
N/A
144 Added 7.92%
1,963 $357,000
Q2 2025

Aug 11, 2025
BUY
N/A
110 Added 6.44%
1,819 $331,000
Q4 2024

Jan 14, 2025
SELL
N/A
-48 Reduced 2.73%
1,709 $311,000
Q3 2024

Oct 23, 2024
BUY
$182.15 - $182.15 $182 - $182
1 Added 0.06%
1,757 $320,000
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
2,612
Shares Held
259M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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