Outlook Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Outlook Wealth Advisors, LLC

  • $288 Million
  • Q3 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 2,324 shares of VNQ stock, worth $206,255. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,324
Holding current value
$206,255
% of portfolio
0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$82.97 - $98.97 $192,822 - $230,006
2,324 New
2,324 $226,000
Q4 2023

Jan 29, 2024
BUY
$71.05 - $89.54 $163,415 - $205,942
2,300 New
2,300 $203,000
Q2 2022

Jul 28, 2022
SELL
$87.04 - $112.5 $34,990 - $45,225
-402 Reduced 2.84%
13,737 $1.25 Million
Q1 2022

Jul 28, 2022
BUY
$99.96 - $115.1 $4,598 - $5,294
46 Added 0.33%
14,139 $1.53 Million
Q1 2022

May 13, 2022
SELL
$99.96 - $115.1 $21,391 - $24,631
-214 Reduced 1.5%
14,093 $1.53 Million
Q4 2021

Jan 21, 2022
BUY
$102.53 - $116.01 $1.47 Million - $1.66 Million
14,307 New
14,307 $1.66 Million

Others Institutions Holding VNQ

# of Institutions
1,825
Shares Held
241M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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