Financial Perspectives, Inc Vanguard Total World Stk Index Transaction History

Financial Perspectives, Inc

$264 Billion
Q1 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 2,221 shares of VT stock, worth $254,704. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,221

Previous 2,215 0.27%

Holding current value

$254,704

Previous $228 Million 7.69%

% of portfolio

0.09%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$83.11 - $91.07 $71,723 - $78,593	863 New	863 $74.4 Million

Q3 2022 Jan 09, 2024	SELL	N/A	-130 Closed	0 $0
Q2 2021 Jan 09, 2024	SELL	N/A	-12,518 Reduced 98.97%	130 $13.5 Million
Q1 2021 Jan 09, 2024	BUY	N/A	12,518 Added 9629.23%	12,648 $130,000
Q4 2019 Jan 09, 2024	BUY	N/A	130 New	130 $10.5 Million

Others Institutions Holding VT

# of Institutions

931

Shares Held

86.2M

Call Options Held

203K

Put Options Held

44.2K

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Financial Perspectives, Inc Vanguard Total World Stk Index Transaction History