Financial Perspectives, Inc Vanguard Index Fds S&P 500 ETF Transaction History

Financial Perspectives, Inc

$298 Billion
Q4 2024

A detailed history of Financial Perspectives, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 6,067 shares of VOO stock, worth $3.21 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

6,067

Previous 5,844 3.82%

Holding current value

$3.21 Million

Previous $3.08 Billion 6.01%

% of portfolio

1.1%

Previous 1.07%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$521.84 - $558.82 $116,370 - $124,616	223 Added 3.82%	6,067 $3.27 Billion
Q3 2024 Oct 17, 2024	BUY	$475.2 - $527.7 $41,342 - $45,909	87 Added 1.51%	5,844 $3.08 Billion
Q1 2024 Apr 19, 2024	BUY	$429.43 - $481.35 $29,630 - $33,213	69 Added 1.21%	5,757 $2.77 Billion
Q4 2023 Feb 01, 2024	BUY	$377.32 - $438.19 $58,484 - $67,919	155 Added 2.8%	5,688 $2.48 Billion
Q3 2023 Jan 09, 2024	BUY	$392.7 - $420.68 $22,383 - $23,978	57 Added 1.04%	5,533 $2.17 Billion
Q1 2023 Jan 09, 2024	BUY	$348.66 - $382.94 $697 - $765	2 Added 0.04%	5,476 $2.06 Billion
Q4 2022 Jan 09, 2024	SELL	$327.64 - $374.54 $527,172 - $602,634	-1,609 Reduced 22.72%	5,474 $1.92 Billion
Q3 2022 Jan 09, 2024	SELL	$328.3 - $395.04 $233,093 - $280,478	-710 Reduced 9.11%	7,083 $2.33 Billion
Q2 2022 Jan 09, 2024	SELL	$337.07 - $419.85 $320,890 - $399,697	-952 Reduced 10.89%	7,793 $2.7 Billion
Q1 2022 Jan 09, 2024	SELL	$382.7 - $439.25 $51,281 - $58,859	-134 Reduced 1.51%	8,745 $3.63 Billion
Q4 2021 Jan 09, 2024	BUY	$394.21 - $439.01 $1.4 Million - $1.56 Million	3,546 Added 66.49%	8,879 $3.88 Billion
Q3 2021 Jan 09, 2024	SELL	$390.68 - $416.73 $39,458 - $42,089	-101 Reduced 1.86%	5,333 $2.1 Billion
Q2 2021 Jan 09, 2024	SELL	$368.16 - $394.32 $727 Million - $778 Million	-1,974,186 Reduced 99.73%	5,434 $2.14 Billion
Q1 2021 Jan 09, 2024	BUY	$339.03 - $365.24 $669 Million - $721 Million	1,973,161 Added 30549.02%	1,979,620 $5.43 Million
Q4 2020 Jan 09, 2024	BUY	$299.82 - $343.69 $341,195 - $391,119	1,138 Added 21.39%	6,459 $2.22 Billion
Q3 2020 Jan 09, 2024	SELL	$285.37 - $328.74 $91,889 - $105,854	-322 Reduced 5.71%	5,321 $1.64 Billion
Q1 2020 Jan 09, 2024	BUY	$204.27 - $310.92 $1.13 Million - $1.73 Million	5,556 Added 6386.21%	5,643 $1.34 Billion
Q4 2019 Jan 09, 2024	BUY	$264.57 - $296.67 $23,017 - $25,810	87 New	87 $25.7 Million

Others Institutions Holding VOO

# of Institutions

3,530

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

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About VANGUARD INDEX FDS S&P 500 ETF

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Financial Perspectives, Inc Vanguard Index Fds S&P 500 ETF Transaction History