Outlook Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 2024
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 8,190 shares of VUG stock, worth $3.44 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
8,190
Previous 7,766
5.46%
Holding current value
$3.44 Million
Previous $2.98 Million
12.75%
% of portfolio
1.16%
Previous 1.03%
Shares
25 transactions
Others Institutions Holding VUG
# of Institutions
2,505Shares Held
248MCall Options Held
238KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.4 Billion1.42% of portfolio
-
Jones Financial Companies Lllp28.6MShares$12 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.8 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.48 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.39 Billion6.36% of portfolio