Panoramic Investment Advisors, LLC Vanguard Financial ETF Transaction History

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 3,893 shares of VFH stock, worth $466,614. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,893
Previous 3,830 1.64%
Holding current value
$466,614
Previous $392 Million 9.1%
% of portfolio
0.3%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$99.27 - $111.21 $6,254 - $7,006
63 Added 1.64%
3,893 $428 Million
Q1 2024

Apr 18, 2024
BUY
$90.62 - $102.39 $10,421 - $11,774
115 Added 3.1%
3,830 $392 Million
Q4 2023

Jan 23, 2024
SELL
$75.97 - $92.67 $5,849 - $7,135
-77 Reduced 2.03%
3,715 $343 Million
Q3 2023

Nov 15, 2023
SELL
$80.32 - $86.71 $29,557 - $31,909
-368 Reduced 8.85%
3,792 $305 Million
Q4 2022

Mar 01, 2023
BUY
$74.7 - $88.6 $310,752 - $368,576
4,160 New
4,160 $344 Million

Others Institutions Holding VFH

# of Institutions
688
Shares Held
52.3M
Call Options Held
45K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Panoramic Investment Advisors, LLC Portfolio

Follow Panoramic Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Panoramic Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email