Number of Shares
108,410.00
Current Holdings Value*
$7.99 Mil
% of Portfolio
2.74%
Total Estimate Gain
$10.05 Mil
% of Total Estimate Gain
7.63%

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

As of 2025-03-31, Financial Perspectives, Inc held 108,410.00 shares of Vanguard International High Dividend Yield ETF(VYMI), totaling $7.99 Mil. This investment constitutes 2.74% of their stock portfolio, and Financial Perspectives, Inc now holds 0.09% of the outstanding Vanguard International High Dividend Yield ETF(VYMI) stock.

The initial trade took place in 2019Q4. And since then Financial Perspectives, Inc has made 15 purchases of VYMI, at an average price of $64.11, for a total of 2.05 Mil shares. In addition, there have been 6 sales at an average price of $68.38 for 1.95 Mil shares. Based on historical transaction data and VYMI's current price of $80.12, Financial Perspectives, Inc's estimated gain on his VYMI holdings is $10.05 Mil, reflecting a 7.63% gain to date.

Financial Perspectives, Inc VYMI ($80.12) Holding Chart

Financial Perspectives, Inc VYMI ($80.12) 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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