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 $329,505. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,791
Previous 2,559 9.07%
Holding current value
$329,505
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
1,002
Shares Held
88.9M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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