Financial Perspectives, Inc Vanguard Value ETF Transaction History

Financial Perspectives, Inc

$292 Billion
Q1 2025

A detailed history of Financial Perspectives, Inc transactions in Vanguard Value ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 6,667 shares of VTV stock, worth $1.11 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

6,667

Previous 6,650 0.26%

Holding current value

$1.11 Million

Previous $1.13 Billion 2.3%

% of portfolio

0.39%

Previous 0.38%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	BUY	$167.73 - $179.21 $2,851 - $3,046	17 Added 0.26%	6,667 $1.15 Billion
Q4 2024 Jan 31, 2025	BUY	$168.32 - $181.87 $2,356 - $2,546	14 Added 0.21%	6,650 $1.13 Billion
Q3 2024 Oct 17, 2024	BUY	$159.75 - $174.57 $9,265 - $10,125	58 Added 0.88%	6,636 $1.16 Billion
Q2 2024 Aug 09, 2024	BUY	$154.57 - $163.65 $14,993 - $15,874	97 Added 1.5%	6,578 $1.06 Billion
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	$124.69 - $146.24 $249 - $292	2 Added 0.06%	3,220 $452 Million
Q3 2022 Jan 09, 2024	SELL	$123.48 - $143.43 $27,289 - $31,698	-221 Reduced 6.43%	3,218 $397 Million
Q2 2022 Jan 09, 2024	BUY	$128.01 - $150.8 $256 - $301	2 Added 0.06%	3,439 $454 Million
Q1 2022 Jan 09, 2024	BUY	$140.46 - $150.33 $140 - $150	1 Added 0.03%	3,437 $508 Million
Q4 2021 Jan 09, 2024	BUY	$136.43 - $147.24 $136 - $147	1 Added 0.03%	3,436 $505 Million
Q3 2021 Jan 09, 2024	BUY	$134.5 - $142.48 $269 - $284	2 Added 0.06%	3,435 $465 Million
Q2 2021 Jan 09, 2024	SELL	$132.12 - $141.17 $55.1 Million - $58.9 Million	-417,371 Reduced 99.18%	3,433 $472 Million
Q1 2021 Jan 09, 2024	BUY	$117.44 - $132.31 $49 Million - $55.3 Million	417,603 Added 13046.02%	420,804 $3.2 Million
Q3 2020 Jan 09, 2024	SELL	$98.37 - $109.49 $72,301 - $80,475	-735 Reduced 18.67%	3,201 $335 Million
Q4 2019 Jan 09, 2024	BUY	$107.9 - $120.77 $424,694 - $475,350	3,936 New	3,936 $472 Million

Others Institutions Holding VTV

# of Institutions

2,585

Shares Held

545M

Call Options Held

514K

Put Options Held

93.6K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

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Financial Perspectives, Inc Vanguard Value ETF Transaction History