Financial Perspectives, Inc Vanguard Whitehall Fds (Vangua Transaction History

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024

A detailed history of Financial Perspectives, Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Financial Perspectives, Inc holds 135,926 shares of VYM stock, worth $18.1 Million. This represents 5.82% of its overall portfolio holdings.

Number of Shares
135,926
Previous 135,896 0.02%
Holding current value
$18.1 Million
Previous $17.4 Billion 0.45%
% of portfolio
5.82%
Previous 6.04%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,945
Shares Held
194M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email