Panoramic Investment Advisors, LLC Vanguard Growth ETF Transaction History
Panoramic Investment Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 7,108 shares of VUG stock, worth $2.88 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
7,108
Previous 5,123
38.75%
Holding current value
$2.88 Million
Previous $1.76 Billion
54.76%
% of portfolio
1.89%
Previous 1.3%
Shares
5 transactions
Others Institutions Holding VUG
# of Institutions
2,373Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.8 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.39 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.6 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.36 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.28 Billion6.36% of portfolio