Outlook Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 2,536 shares of VB stock, worth $638,590. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,536
Previous 2,522
0.56%
Holding current value
$638,590
Previous $598,000
1.84%
% of portfolio
0.21%
Previous 0.21%
Shares
22 transactions
Others Institutions Holding VB
# of Institutions
2,150Shares Held
151MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.32 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.85 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.82 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.31 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.29 Billion0.28% of portfolio