VANGUARD TAX-MANAGED FDS

Ticker: VEA CUSIP: 921943858 Class: Exchange Traded Fund

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 17,292 Value ($000) $1,080 Avg Close Range
Q3 2025
Shares 17,264 Value ($000) $1,034 Avg Close Range
Q2 2025
Shares 17,255 Value ($000) $984 Avg Close Range
Q1 2025
Shares 17,197 Value ($000) $874 Avg Close Range
Q4 2024
Shares 17,027 Value ($000) $814 Avg Close Range
Q3 2024
Shares 15,554 Value ($000) $821 Avg Close Range
Q2 2024
Shares 15,554 Value ($000) $769 Avg Close Range
Q1 2024
Shares 15,554 Value ($000) $780 Avg Close Range
Q4 2023
Shares 15,554 Value ($000) $745 Avg Close Range
Q3 2023
Shares 15,554 Value ($000) $680 Avg Close Range
Q2 2023
Shares 15,554 Value ($000) $718 Avg Close Range
Q1 2023
Shares 15,554 Value ($000) $703 Avg Close Range
Q4 2022
Shares 15,554 Value ($000) $653 Avg Close Range
Q3 2022
Shares 15,554 Value ($000) $566 Avg Close Range
Q2 2022
Shares 6,701 Value ($000) $273 Avg Close Range
Q1 2022
Shares 6,701 Value ($000) $322 Avg Close Range
Q4 2021
Shares 6,701 Value ($000) $342 Avg Close Range
Q3 2021
Shares 6,701 Value ($000) $338 Avg Close Range
Q2 2021
Shares 6,918 Value ($000) $356 Avg Close Range
Q1 2021
Shares 339,755 Value ($000) $7 Avg Close Range
Q4 2020
Shares 6,918 Value ($000) $327 Avg Close Range
Q3 2020
Shares 6,918 Value ($000) $283 Avg Close Range
Q2 2020
Shares 7,282 Value ($000) $282 Avg Close Range
Q1 2020
Shares 7,282 Value ($000) $243 Avg Close Range
Q4 2019
Shares 7,281 Value ($000) $321 Avg Close Range