Financial Perspectives, Inc Vanguard Total World Stk Index Transaction History

Financial Perspectives, Inc

  • $288 Billion
  • Q3 2024

A detailed history of Financial Perspectives, Inc transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Financial Perspectives, Inc holds 2,791 shares of VT stock, worth $330,789. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,791
Previous 2,559 9.07%
Holding current value
$330,789
Previous $288 Million 15.91%
% of portfolio
0.12%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$107.72 - $119.96 $24,991 - $27,830
232 Added 9.07%
2,791 $334 Million
Q2 2024

Aug 09, 2024
BUY
$104.94 - $113.51 $35,469 - $38,366
338 Added 15.22%
2,559 $288 Million
Q1 2024

Apr 19, 2024
BUY
$100.68 - $110.5 $604 - $663
6 Added 0.27%
2,221 $245 Million
Q4 2023

Feb 01, 2024
BUY
$88.97 - $103.1 $34,164 - $39,590
384 Added 20.97%
2,215 $228 Million
Q3 2023

Jan 09, 2024
BUY
$92.79 - $100.59 $37,765 - $40,940
407 Added 28.58%
1,831 $171 Million
Q2 2023

Jan 09, 2024
BUY
$91.33 - $98.06 $51,236 - $55,011
561 Added 65.01%
1,424 $138 Million
Q4 2022

Jan 09, 2024
BUY
$78.67 - $91.07 $67,892 - $78,593
863 New
863 $74.4 Million
Q3 2022

Jan 09, 2024
SELL
$78.88 - $94.48 $10,254 - $12,282
-130 Closed
0 $0
Q2 2021

Jan 09, 2024
SELL
$98.57 - $104.51 $1.23 Million - $1.31 Million
-12,518 Reduced 98.97%
130 $13.5 Million
Q1 2021

Jan 09, 2024
BUY
$92.05 - $98.71 $1.15 Million - $1.24 Million
12,518 Added 9629.23%
12,648 $130,000
Q4 2019

Jan 09, 2024
BUY
$72.8 - $81.27 $9,464 - $10,565
130 New
130 $10.5 Million

Others Institutions Holding VT

# of Institutions
998
Shares Held
88.1M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

VT Quotes by TradingView
  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email