Financial Perspectives, Inc Vanguard Total World Stk Index Transaction History

Financial Perspectives, Inc

$331 Billion
Q2 2025

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 4,757 shares of VT stock, worth $663,458. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,757

Previous 3,086 54.15%

Holding current value

$663,458

Previous $358 Million 70.86%

% of portfolio

0.18%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$103.16 - $128.52 $172,380 - $214,756	1,671 Added 54.15%	4,757 $611 Million
Q1 2025 Apr 18, 2025	BUY	$115.08 - $123.97 $23,936 - $25,785	208 Added 7.23%	3,086 $358 Million
Q4 2024 Jan 31, 2025	BUY	$117.09 - $123.07 $10,186 - $10,707	87 Added 3.12%	2,878 $338 Million
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

1,150

Shares Held

112M

Call Options Held

314K

Put Options Held

91K

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Financial Perspectives, Inc Vanguard Total World Stk Index Transaction History