Panoramic Investment Advisors, LLC Vanguard Financial ETF Transaction History

Panoramic Investment Advisors, LLC

$148 Billion
Q1 2025

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 4,429 shares of VFH stock, worth $561,641. This represents 0.36% of its overall portfolio holdings.

Number of Shares

4,429

Previous 4,321 2.5%

Holding current value

$561,641

Previous $510 Million 3.73%

% of portfolio

0.36%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$114.07 - $127.34 $12,319 - $13,752	108 Added 2.5%	4,429 $529 Million
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

796

Shares Held

54.5M

Call Options Held

87.9K

Put Options Held

10.2K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Panoramic Investment Advisors, LLC Vanguard Financial ETF Transaction History