Panoramic Investment Advisors, LLC Vanguard Energy ETF Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 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 2,837 shares of VDE stock, worth $368,951. This represents 0.28% of its overall portfolio holdings.
Number of Shares
2,837
Previous 2,816
0.75%
Holding current value
$368,951
Previous $330 Million
13.12%
% of portfolio
0.28%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding VDE
# of Institutions
670Shares Held
23.6MCall Options Held
90.5KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC2.39MShares$311 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.59MShares$207 Million0.02% of portfolio
-
Ubs Group Ag1.41MShares$183 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.26MShares$164 Million7.12% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$128 Million0.03% of portfolio