Outlook Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Outlook Wealth Advisors, LLC

$288 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 17, 2020	SELL	$226.15 - $297.17 $2.73 Million - $3.59 Million	-12,086 Closed	0 $0
Q1 2020 Apr 16, 2020	SELL	$204.27 - $310.92 $79,665 - $121,258	-390 Reduced 3.13%	12,086 $2.86 Million
Q4 2019 Feb 12, 2020	BUY	$264.57 - $296.67 $176,997 - $198,472	669 Added 5.67%	12,476 $3.69 Million
Q3 2019 Oct 17, 2019	BUY	$260.57 - $277.38 $1.02 Million - $1.09 Million	3,920 Added 49.7%	11,807 $3.22 Million
Q2 2019 Aug 15, 2019	BUY	$252.12 - $271.73 $521,636 - $562,209	2,069 Added 35.56%	7,887 $2.12 Million
Q1 2019 May 06, 2019	BUY	$224.5 - $261.43 $1.13 Million - $1.32 Million	5,050 Added 657.55%	5,818 $1.51 Million
Q4 2018 Feb 13, 2019	BUY	$215.07 - $268.24 $165,173 - $206,008	768 New	768 $1.76 Million

Others Institutions Holding VOO

# of Institutions

3,157

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

Vanguard Group Inc Valley Forge, PA

30M
Shares

$16.3 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$13 Billion
1.03% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$12.7 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$12.7 Billion
7.64% of portfolio
Morgan Stanley New York, NY

22M
Shares

$12 Billion
0.86% of portfolio

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
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