Panoramic Investment Advisors, LLC Vanguard Energy ETF Transaction History

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 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 2,777 shares of VDE stock, worth $366,730. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,777
Previous 2,837 2.11%
Holding current value
$366,730
Previous $374 Million 8.96%
% of portfolio
0.23%
Previous 0.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
674
Shares Held
21.9M
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
Track This Portfolio

Track Panoramic Investment Advisors, LLC Portfolio

Follow Panoramic Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Panoramic Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email