A detailed history of Financial Perspectives, Inc transactions in Vanguard Value ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 6,481 shares of VTV stock, worth $1.04 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
6,481
Previous 5,913 9.61%
Holding current value
$1.04 Million
Previous $884 Million 19.4%
% of portfolio
0.4%
Previous 0.36%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

BUY
$147.46 - $162.86 $83,757 - $92,504
568 Added 9.61%
6,481 $1.06 Billion
Q4 2023

Feb 01, 2024

BUY
$131.82 - $149.95 $114,156 - $129,856
866 Added 17.16%
5,913 $884 Million
Q3 2023

Jan 09, 2024

BUY
$137.93 - $147.18 $84,826 - $90,515
615 Added 13.88%
5,047 $696 Million
Q2 2023

Jan 09, 2024

BUY
$134.74 - $142.42 $139,186 - $147,119
1,033 Added 30.39%
4,432 $630 Million
Q1 2023

Jan 09, 2024

BUY
$132.13 - $144.96 $23,651 - $25,947
179 Added 5.56%
3,399 $469 Million
Q4 2022

Jan 09, 2024

BUY
$136.96 - $146.24 $273 - $292
2 Added 0.06%
3,220 $452 Million
Q3 2022

Jan 09, 2024

SELL
N/A
-221 Reduced 6.43%
3,218 $397 Million
Q2 2022

Jan 09, 2024

BUY
N/A
2 Added 0.06%
3,439 $454 Million
Q1 2022

Jan 09, 2024

BUY
N/A
1 Added 0.03%
3,437 $508 Million
Q4 2021

Jan 09, 2024

BUY
N/A
1 Added 0.03%
3,436 $505 Million
Q3 2021

Jan 09, 2024

BUY
N/A
2 Added 0.06%
3,435 $465 Million
Q2 2021

Jan 09, 2024

SELL
N/A
-417,371 Reduced 99.18%
3,433 $472 Million
Q1 2021

Jan 09, 2024

BUY
N/A
417,603 Added 13046.02%
420,804 $3.2 Million
Q3 2020

Jan 09, 2024

SELL
N/A
-735 Reduced 18.67%
3,201 $335 Million
Q4 2019

Jan 09, 2024

BUY
N/A
3,936 New
3,936 $472 Million

Others Institutions Holding VTV

About VANGUARD VALUE ETF


  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.