Panoramic Investment Advisors, LLC Vanguard Energy ETF Transaction History

Panoramic Investment Advisors, LLC

$148 Billion
Q1 2025

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 2,834 shares of VDE stock, worth $342,205. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,834

Previous 2,816 0.64%

Holding current value

$342,205

Previous $342 Million 7.59%

% of portfolio

0.25%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$119.14 - $132.76 $2,144 - $2,389	18 Added 0.64%	2,834 $368 Million
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

746

Shares Held

21M

Call Options Held

87.6K

Put Options Held

33.4K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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Panoramic Investment Advisors, LLC Vanguard Energy ETF Transaction History