VANGUARD WHITEHALL FDS

Ticker: VYM CUSIP: 921946406 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 144,312 Value ($000) $20,712 Avg Close Range
Q3 2025
Shares 143,525 Value ($000) $20,230 Avg Close Range
Q2 2025
Shares 140,178 Value ($000) $18,687 Avg Close Range
Q1 2025
Shares 135,633 Value ($000) $17,686 Avg Close Range
Q4 2024
Shares 135,926 Value ($000) $17,343 Avg Close Range
Q3 2024
Shares 135,896 Value ($000) $17,422 Avg Close Range
Q2 2024
Shares 134,440 Value ($000) $15,945 Avg Close Range
Q1 2024
Shares 133,735 Value ($000) $16,181 Avg Close Range
Q4 2023
Shares 134,186 Value ($000) $14,979 Avg Close Range
Q3 2023
Shares 134,121 Value ($000) $13,857 Avg Close Range
Q2 2023
Shares 134,108 Value ($000) $14,225 Avg Close Range
Q1 2023
Shares 137,312 Value ($000) $14,486 Avg Close Range
Q4 2022
Shares 136,670 Value ($000) $14,789 Avg Close Range
Q3 2022
Shares 109,401 Value ($000) $10,380 Avg Close Range
Q2 2022
Shares 100,136 Value ($000) $10,184 Avg Close Range
Q1 2022
Shares 103,766 Value ($000) $11,648 Avg Close Range
Q4 2021
Shares 101,465 Value ($000) $11,375 Avg Close Range
Q3 2021
Shares 99,852 Value ($000) $10,320 Avg Close Range
Q2 2021
Shares 94,934 Value ($000) $9,946 Avg Close Range
Q1 2021
Shares 9,117,184 Value ($000) $90 Avg Close Range
Q4 2020
Shares 85,234 Value ($000) $7,800 Avg Close Range
Q3 2020
Shares 79,936 Value ($000) $6,469 Avg Close Range
Q2 2020
Shares 83,512 Value ($000) $6,579 Avg Close Range
Q1 2020
Shares 84,762 Value ($000) $5,997 Avg Close Range
Q4 2019
Shares 76,301 Value ($000) $7,150 Avg Close Range