Outlook Wealth Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Outlook Wealth Advisors, LLC

$277 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 25, 2022	SELL	$48.11 - $50.34 $119,024 - $124,541	-2,474 Reduced 7.07%	32,523 $1.57 Million
Q2 2022 Jul 28, 2022	SELL	$50.05 - $51.06 $494,093 - $504,064	-9,872 Reduced 22.0%	34,997 $1.75 Million
Q1 2022 Jul 28, 2022	BUY	$50.6 - $52.11 $42,858 - $44,137	847 Added 1.92%	44,869 $2.3 Million
Q1 2022 May 13, 2022	SELL	$50.6 - $52.11 $70,081 - $72,172	-1,385 Reduced 3.05%	44,022 $2.25 Million
Q4 2021 Jan 21, 2022	BUY	$51.18 - $52.61 $789,707 - $811,772	15,430 Added 51.47%	45,407 $2.33 Million
Q3 2021 Oct 22, 2021	SELL	$51.92 - $52.8 $12,460 - $12,672	-240 Reduced 0.79%	29,977 $1.58 Million
Q2 2021 Jul 21, 2021	BUY	$51.54 - $52.44 $360,419 - $366,712	6,993 Added 30.11%	30,217 $1.58 Million
Q1 2021 May 04, 2021	BUY	$51.11 - $51.73 $1.19 Million - $1.2 Million	23,224 New	23,224 $1.2 Million

Others Institutions Holding VTIP

# of Institutions

779

Shares Held

120M

Call Options Held

21.1K

Put Options Held

1.9K

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