VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

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

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

Q4 2025
Shares 27,803 Value ($000) $20,957 Avg Close Range
Q3 2025
Shares 27,642 Value ($000) $20,638 Avg Close Range
Q2 2025
Shares 28,602 Value ($000) $18,971 Avg Close Range
Q1 2025
Shares 27,607 Value ($000) $15,001 Avg Close Range
Q4 2024
Shares 26,517 Value ($000) $16,488 Avg Close Range
Q3 2024
Shares 22,941 Value ($000) $13,455 Avg Close Range
Q2 2024
Shares 23,757 Value ($000) $13,698 Avg Close Range
Q1 2024
Shares 24,508 Value ($000) $12,850 Avg Close Range
Q4 2023
Shares 25,407 Value ($000) $12,297 Avg Close Range
Q3 2023
Shares 25,412 Value ($000) $10,544 Avg Close Range
Q2 2023
Shares 25,799 Value ($000) $11,407 Avg Close Range
Q1 2023
Shares 25,799 Value ($000) $9,945 Avg Close Range
Q4 2022
Shares 25,796 Value ($000) $8,239 Avg Close Range
Q3 2022
Shares 29,779 Value ($000) $9,153 Avg Close Range
Q2 2022
Shares 30,003 Value ($000) $9,798 Avg Close Range
Q1 2022
Shares 30,279 Value ($000) $12,611 Avg Close Range
Q4 2021
Shares 30,279 Value ($000) $13,873 Avg Close Range
Q3 2021
Shares 25,053 Value ($000) $10,054 Avg Close Range
Q2 2021
Shares 24,955 Value ($000) $9,951 Avg Close Range
Q1 2021
Shares 8,639,538 Value ($000) $24 Avg Close Range
Q4 2020
Shares 24,181 Value ($000) $8,555 Avg Close Range
Q3 2020
Shares 20,930 Value ($000) $6,519 Avg Close Range
Q2 2020
Shares 19,635 Value ($000) $5,472 Avg Close Range
Q1 2020
Shares 11,287 Value ($000) $2,392 Avg Close Range
Q4 2019
Shares 903 Value ($000) $221 Avg Close Range