Panoramic Investment Advisors, LLC Vanguard Specialized Funds Van Transaction History

Panoramic Investment Advisors, LLC

  • $154 Billion
  • Q4 2024

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 2,524 shares of VNQ stock, worth $226,428. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,524
Previous 2,702 6.59%
Holding current value
$226,428
Previous $263 Million 14.6%
% of portfolio
0.15%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,920
Shares Held
235M
Call Options Held
1.45M
Put Options Held
1.56M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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