Number of Shares
102,917.00
Current Holdings Value*
$8.54 Mil
% of Portfolio
2.92%
Total Estimate Gain
$10.94 Mil
% of Total Estimate Gain
4.17%

Financial Perspectives, Inc's Vanguard International Dividend Appreciation ETF Holding Summary

As of 2025-03-31, Financial Perspectives, Inc held 102,917.00 shares of Vanguard International Dividend Appreciation ETF(VIGI), totaling $8.54 Mil. This investment constitutes 2.92% of their stock portfolio, and Financial Perspectives, Inc now holds 0.11% of the outstanding Vanguard International Dividend Appreciation ETF(VIGI) stock.

The initial trade took place in 2019Q4. And since then Financial Perspectives, Inc has made 19 purchases of VIGI, at an average price of $82.92, for a total of 3.16 Mil shares. In addition, there have been 2 sales at an average price of $86.29 for 3.06 Mil shares. Based on historical transaction data and VIGI's current price of $88.83, Financial Perspectives, Inc's estimated gain on his VIGI holdings is $10.94 Mil, reflecting a 4.17% gain to date.

Financial Perspectives, Inc VIGI ($88.83) Holding Chart

Financial Perspectives, Inc VIGI ($88.83) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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