Financial Perspectives, Inc Vanguard Whitehall Fds (Vangua Transaction History

Financial Perspectives, Inc

$361 Billion
Q3 2025

A detailed history of Financial Perspectives, Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Financial Perspectives, Inc holds 143,525 shares of VYM stock, worth $20.2 Million. This represents 5.61% of its overall portfolio holdings.

Number of Shares

143,525

Previous 140,178 2.39%

Holding current value

$20.2 Million

Previous $18.7 Billion 8.26%

% of portfolio

5.61%

Previous 5.65%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$132.9 - $142.03 $444,816 - $475,374	3,347 Added 2.39%	143,525 $20.2 Billion
Q2 2025 Jul 29, 2025	BUY	$114.78 - $133.31 $521,675 - $605,893	4,545 Added 3.35%	140,178 $18.7 Billion
Q1 2025 Apr 18, 2025	SELL	$126.11 - $135.06 $36,950 - $39,572	-293 Reduced 0.22%	135,633 $17.7 Billion
Q4 2024 Jan 31, 2025	BUY	$126.68 - $134.74 $3,800 - $4,042	30 Added 0.02%	135,926 $17.3 Billion
Q3 2024 Oct 17, 2024	BUY	$117.9 - $128.2 $171,662 - $186,659	1,456 Added 1.08%	135,896 $17.4 Billion

Q2 2024 Aug 09, 2024	BUY	$114.71 - $121.51 $80,870 - $85,664	705 Added 0.53%	134,440 $15.9 Billion
Q1 2024 Apr 19, 2024	SELL	$109.98 - $120.99 $49,600 - $54,566	-451 Reduced 0.34%	133,735 $16.2 Billion
Q4 2023 Feb 01, 2024	BUY	$98.71 - $111.84 $6,416 - $7,269	65 Added 0.05%	134,186 $15 Billion
Q3 2023 Jan 09, 2024	BUY	$103.32 - $110.34 $1,343 - $1,434	13 Added 0.01%	134,121 $13.9 Billion
Q2 2023 Jan 09, 2024	SELL	$101.36 - $107.68 $324,757 - $345,006	-3,204 Reduced 2.33%	134,108 $14.2 Billion
Q1 2023 Jan 09, 2024	BUY	$100.82 - $111.44 $64,726 - $71,544	642 Added 0.47%	137,312 $14.5 Billion
Q4 2022 Jan 09, 2024	BUY	$96.14 - $113.15 $2.62 Million - $3.09 Million	27,269 Added 24.93%	136,670 $14.8 Billion
Q3 2022 Jan 09, 2024	BUY	$94.88 - $110.28 $879,063 - $1.02 Million	9,265 Added 9.25%	109,401 $10.4 Billion
Q2 2022 Jan 09, 2024	SELL	$99.2 - $114.57 $360,096 - $415,889	-3,630 Reduced 3.5%	100,136 $10.2 Billion
Q1 2022 Jan 09, 2024	BUY	$107.24 - $115.01 $246,759 - $264,638	2,301 Added 2.27%	103,766 $11.6 Billion
Q4 2021 Jan 09, 2024	BUY	$104.33 - $112.16 $168,284 - $180,914	1,613 Added 1.62%	101,465 $11.4 Billion
Q3 2021 Jan 09, 2024	BUY	$102.3 - $108.36 $503,111 - $532,914	4,918 Added 5.18%	99,852 $10.3 Billion
Q2 2021 Jan 09, 2024	SELL	$101.6 - $107.95 $917 Million - $974 Million	-9,022,250 Reduced 98.96%	94,934 $9.95 Billion
Q1 2021 Jan 09, 2024	BUY	$90.4 - $101.83 $816 Million - $920 Million	9,031,950 Added 10596.65%	9,117,184 $90.2 Million
Q4 2020 Jan 09, 2024	BUY	$78.88 - $92.1 $417,906 - $487,945	5,298 Added 6.63%	85,234 $7.8 Billion
Q3 2020 Jan 09, 2024	SELL	$77.57 - $85.18 $277,390 - $304,603	-3,576 Reduced 4.28%	79,936 $6.47 Billion
Q2 2020 Jan 09, 2024	SELL	$67.79 - $86.78 $84,737 - $108,475	-1,250 Reduced 1.47%	83,512 $6.58 Billion
Q1 2020 Jan 09, 2024	BUY	$60.97 - $94.78 $515,867 - $801,933	8,461 Added 11.09%	84,762 $6 Billion
Q4 2019 Jan 09, 2024	BUY	$85.84 - $94.47 $6.55 Million - $7.21 Million	76,301 New	76,301 $7.15 Billion

Others Institutions Holding VYM

# of Institutions

2,099

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Financial Perspectives, Inc Vanguard Whitehall Fds (Vangua Transaction History