Panoramic Investment Advisors, LLC Vanguard Energy ETF Transaction History

Panoramic Investment Advisors, LLC

  • $154 Billion
  • Q4 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 2,816 shares of VDE stock, worth $348,142. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,816
Previous 2,777 1.4%
Holding current value
$348,142
Previous $340 Million 0.46%
% of portfolio
0.22%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$116.67 - $136.78 $4,550 - $5,334
39 Added 1.4%
2,816 $342 Million
Q3 2024

Oct 31, 2024
SELL
$117.44 - $131.06 $7,046 - $7,863
-60 Reduced 2.11%
2,777 $340 Million
Q1 2024

Apr 18, 2024
BUY
$111.77 - $131.7 $2,347 - $2,765
21 Added 0.75%
2,837 $374 Million
Q4 2023

Jan 23, 2024
SELL
$113.37 - $128.78 $41,380 - $47,004
-365 Reduced 11.47%
2,816 $330 Million
Q3 2023

Nov 15, 2023
BUY
$110.08 - $130.52 $5,393 - $6,395
49 Added 1.56%
3,181 $403 Million
Q4 2022

Mar 01, 2023
BUY
$107.13 - $131.88 $335,531 - $413,048
3,132 New
3,132 $380 Million

Others Institutions Holding VDE

# of Institutions
690
Shares Held
22.4M
Call Options Held
101K
Put Options Held
18.9K
View Full List

About VANGUARD ENERGY ETF

VDE Quotes by TradingView
  • Ticker VDE
  • Sector ETFs
  • Industry ETFs
More about VDE
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