Financial Perspectives, Inc Vanguard Whitehall Fds (Vangua Transaction History

Financial Perspectives, Inc

  • $292 Billion
  • Q1 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 135,633 shares of VYM stock, worth $16.9 Million. This represents 6.05% of its overall portfolio holdings.

Number of Shares
135,633
Previous 135,926 0.22%
Holding current value
$16.9 Million
Previous $17.3 Billion 1.98%
% of portfolio
6.05%
Previous 5.82%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,984
Shares Held
184M
Call Options Held
843K
Put Options Held
340K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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