Outlook Wealth Advisors, LLC VTV Holdings History
Outlook Wealth Advisors, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Outlook Wealth Advisors, LLC held 74,842.00 shares of Vanguard Value ETF(VTV), totaling $12.93 Mil. This investment constitutes 3.6% of their stock portfolio, and Outlook Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q4. And since then Outlook Wealth Advisors, LLC has made 14 purchases of VTV, at an average price of $130.38, for a total of 107,694.00 shares. In addition, there have been 11 sales at an average price of $125.56 for 32,852.00 shares. Based on historical transaction data and VTV's current price of $179.71, Outlook Wealth Advisors, LLC's estimated gain on his VTV holdings is $3.53 Mil, reflecting a 25.17% gain to date.
Outlook Wealth Advisors, LLC VTV ($179.71) Holding Chart
Outlook Wealth Advisors, LLC VTV ($179.71) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
