Financial Perspectives, Inc Vanguard Small Cap ETF Transaction History

Financial Perspectives, Inc

$331 Billion
Q2 2025

A detailed history of Financial Perspectives, Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 286 shares of VB stock, worth $74,154. This represents 0.02% of its overall portfolio holdings.

Number of Shares

286

Previous 211 35.55%

Holding current value

$74,154

Previous $46.8 Million 44.88%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$193.73 - $237.37 $14,529 - $17,802	75 Added 35.55%	286 $67.7 Million
Q1 2025 Apr 18, 2025	BUY	$217.89 - $252.64 $3,486 - $4,042	16 Added 8.21%	211 $46.8 Million
Q4 2024 Jan 31, 2025	BUY	$233.76 - $261.58 $7,947 - $8,893	34 Added 21.12%	195 $46.9 Million
Q3 2024 Oct 17, 2024	BUY	$214.77 - $237.72 $7,946 - $8,795	37 Added 29.84%	161 $38.1 Million
Q2 2024 Aug 09, 2024	BUY	$210.76 - $226.94 $8,008 - $8,623	38 Added 44.19%	124 $27.1 Million
Q1 2024 Apr 19, 2024	BUY	$204.0 - $228.59 $1,020 - $1,142	5 Added 6.17%	86 $19.8 Million
Q2 2023 Jan 09, 2024	BUY	$181.26 - $198.89 $906 - $994	5 Added 6.58%	81 $16.2 Million
Q4 2022 Jan 09, 2024	BUY	$172.82 - $196.57 $345 - $393	2 Added 2.7%	76 $14 Million
Q2 2022 Jan 09, 2024	BUY	$170.7 - $214.67 $1,365 - $1,717	8 Added 12.12%	74 $13 Million
Q2 2021 Jan 09, 2024	SELL	$211.77 - $228.05 $2.98 Million - $3.21 Million	-14,063 Reduced 99.53%	66 $14.9 Million
Q1 2021 Jan 09, 2024	BUY	$191.53 - $223.48 $2.69 Million - $3.14 Million	14,063 Added 21307.58%	14,129 $66,000
Q4 2019 Jan 09, 2024	BUY	$149.04 - $166.74 $9,836 - $11,004	66 New	66 $10.9 Million

Others Institutions Holding VB

# of Institutions

2,412

Shares Held

166M

Call Options Held

73.6K

Put Options Held

16.3K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Financial Perspectives, Inc Vanguard Small Cap ETF Transaction History