Panoramic Investment Advisors, LLC VANGUARD MALVERN FDS Transaction History

Panoramic Investment Advisors, LLC

  • $163 Billion
  • Q2 2025
Number of Shares
72,716
Previous 99,319 26.79%
Holding current value
$5.66 Billion
Previous $7.7 Billion 26.56%
% of portfolio
3.47%
Previous 5.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
N/A
-26,603 Reduced 26.79%
72,716 $5.66 Billion
Q1 2025

May 06, 2025
BUY
N/A
6,400 Added 6.89%
99,319 $7.7 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
12,042 Added 14.89%
92,919 $7.06 Billion
Q3 2024

Oct 31, 2024
BUY
N/A
77,965 Added 2677.37%
80,877 $6.42 Billion
Q1 2024

Apr 18, 2024
BUY
N/A
2,912 New
2,912 $223 Million
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