Panoramic Investment Advisors, LLC Vanguard Financial ETF Transaction History

Panoramic Investment Advisors, LLC

  • $154 Billion
  • Q4 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 4,321 shares of VFH stock, worth $542,069. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,321
Previous 3,893 10.99%
Holding current value
$542,069
Previous $428 Million 19.23%
% of portfolio
0.33%
Previous 0.3%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$108.87 - $126.2 $46,596 - $54,013
428 Added 10.99%
4,321 $510 Million
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
712
Shares Held
52.8M
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
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