Financial Perspectives, Inc

Position in VEA — Vanguard FTSE Developed Markets ETF

CIK 2003287 MINNEAPOLIS, MN

Position in VEA

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,316,331

+$236,100 QoQ

Shares Held

20,542

+18.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,316,331	20,542	+18.8%	Shares	Sole	2026-05-11
2025-12-31	$1,080,231	17,292	+0.2%	Shares	Sole	2026-01-28
2025-09-30	$1,034,458	17,264	+0.1%	Shares	Sole	2025-10-22
2025-06-30	$983,707	17,255	+0.3%	Shares	Sole	2025-07-30
2025-03-31	$874,123	17,197	+1.0%	Shares	Sole	2025-04-18
2024-12-31	$814,231	17,027	+9.5%	Shares	Sole	2025-02-03
2024-09-30	$821,406	15,554	0.0%	Shares	Sole	2024-10-17
2024-06-30	$768,678	15,554	0.0%	Shares	Sole	2024-08-09
2024-03-31	$780,344	15,554	0.0%	Shares	Sole	2024-04-19
2023-12-31	$745,036	15,554	0.0%	Shares	Sole	2024-02-01
2023-09-30	$680,020	15,554	0.0%	Shares	Sole	2024-01-10
2023-06-30	$718,283	15,554	0.0%	Shares	Sole	2024-01-10
2023-03-31	$702,574	15,554	0.0%	Shares	Sole	2024-01-10
2022-12-31	$652,801	15,554	0.0%	Shares	Sole	2024-01-10
2022-09-30	$565,543	15,554	+132.1%	Shares	Sole	2024-01-10
2022-06-30	$273,400	6,701	0.0%	Shares	Sole	2024-01-10
2022-03-31	$321,849	6,701	0.0%	Shares	Sole	2024-01-10
2021-12-31	$342,153	6,701	0.0%	Shares	Sole	2024-01-10
2021-09-30	$338,333	6,701	-3.1%	Shares	Sole	2024-01-10
2021-06-30	$356,415	6,918	-98.0%	Shares	Sole	2024-01-10
2021-03-31	$6,918	339,755	+4811.2%	Shares	Sole	2024-01-10
2020-12-31	$326,598	6,918	0.0%	Shares	Sole	2024-01-10
2020-09-30	$282,946	6,918	-5.0%	Shares	Sole	2024-01-10
2020-06-30	$282,468	7,282	0.0%	Shares	Sole	2024-01-10
2020-03-31	$242,781	7,282	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.