Financial Perspectives, Inc Vanguard Mid Cap ETF Transaction History

Financial Perspectives, Inc

$361 Billion
Q3 2025

A detailed history of Financial Perspectives, Inc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 333 shares of VO stock, worth $95,547. This represents 0.03% of its overall portfolio holdings.

Number of Shares

333

Previous 322 3.42%

Holding current value

$95,547

Previous $90.2 Million 8.3%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$279.83 - $293.74 $3,078 - $3,231	11 Added 3.42%	333 $97.7 Million
Q2 2025 Jul 29, 2025	BUY	$228.54 - $279.83 $20,797 - $25,464	91 Added 39.39%	322 $90.2 Million
Q1 2025 Apr 18, 2025	SELL	$251.87 - $277.95 $33,498 - $36,967	-133 Reduced 36.54%	231 $59.8 Million
Q4 2024 Jan 31, 2025	BUY	$261.5 - $284.63 $5,230 - $5,692	20 Added 5.81%	364 $96.2 Million
Q3 2024 Oct 17, 2024	BUY	$237.84 - $263.83 $9,275 - $10,289	39 Added 12.79%	344 $90.9 Million

Q2 2024 Aug 09, 2024	BUY	$234.99 - $248.98 $30,078 - $31,869	128 Added 72.32%	305 $73.9 Million
Q1 2024 Apr 19, 2024	BUY	$225.86 - $249.86 $9,711 - $10,743	43 Added 32.09%	177 $44.3 Million
Q4 2023 Feb 01, 2024	BUY	$195.66 - $233.95 $26,218 - $31,349	134 New	134 $31.2 Million

Others Institutions Holding VO

# of Institutions

2,507

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

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About VANGUARD MID-CAP ETF

Ticker VO
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Financial Perspectives, Inc Vanguard Mid Cap ETF Transaction History