Panoramic Investment Advisors, LLC Vanguard Specialized Funds Van Transaction History

Panoramic Investment Advisors, LLC

$148 Billion
Q1 2025

A detailed history of Panoramic Investment Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 2,424 shares of VNQ stock, worth $219,153. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,424

Previous 2,524 3.96%

Holding current value

$219,153

Previous $225 Million 2.37%

% of portfolio

0.15%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$85.55 - $94.34 $8,555 - $9,434	-100 Reduced 3.96%	2,424 $219 Million
Q4 2024 Jan 24, 2025	SELL	$87.85 - $98.6 $15,637 - $17,550	-178 Reduced 6.59%	2,524 $225 Million
Q3 2024 Oct 31, 2024	SELL	$82.97 - $98.97 $31,860 - $38,004	-384 Reduced 12.44%	2,702 $263 Million
Q1 2024 Apr 18, 2024	BUY	$82.58 - $89.12 $743 - $802	9 Added 0.29%	3,086 $267 Million
Q4 2023 Jan 23, 2024	SELL	$71.05 - $89.54 $4,405 - $5,551	-62 Reduced 1.98%	3,077 $272 Million
Q3 2023 Nov 15, 2023	SELL	$75.44 - $86.89 $336,311 - $387,355	-4,458 Reduced 58.68%	3,139 $237 Million
Q4 2022 Mar 01, 2023	BUY	$76.14 - $88.09 $578,435 - $669,219	7,597 New	7,597 $627 Million

Others Institutions Holding VNQ

# of Institutions

1,931

Shares Held

234M

Call Options Held

1.13M

Put Options Held

1.28M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Panoramic Investment Advisors, LLC Vanguard Specialized Funds Van Transaction History