Outlook Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Outlook Wealth Advisors, LLC
- $322 Million
- Q2 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 8,287 shares of VUG stock, worth $3.99 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
8,287
Previous 8,221
0.8%
Holding current value
$3.99 Million
Previous $3.05 Million
19.31%
% of portfolio
1.13%
Previous 1.02%
Shares
27 transactions
Others Institutions Holding VUG
# of Institutions
2,810Shares Held
282MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.02 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.43 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.92 Billion1.09% of portfolio