Panoramic Investment Advisors, LLC VANGUARD MALVERN FDS Transaction History

Panoramic Investment Advisors, LLC

  • $148 Billion
  • Q1 2025
Number of Shares
99,319
Previous 92,919 6.89%
Holding current value
$7.7 Billion
Previous $7.06 Billion 9.1%
% of portfolio
5.2%
Previous 4.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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