Panoramic Investment Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Panoramic Investment Advisors, LLC

$136 Billion
Q1 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 7,823 shares of VOO stock, worth $3.95 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares

7,823

Previous 7,707 1.51%

Holding current value

$3.95 Million

Previous $3.37 Billion 11.7%

% of portfolio

2.77%

Previous 2.91%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$429.43 - $481.35 $49,813 - $55,836	116 Added 1.51%	7,823 $3.76 Billion
Q4 2023 Jan 23, 2024	SELL	$377.32 - $438.19 $86,028 - $99,907	-228 Reduced 2.87%	7,707 $3.37 Billion
Q3 2023 Nov 15, 2023	SELL	$392.7 - $420.68 $87,179 - $93,390	-222 Reduced 2.72%	7,935 $3.12 Billion
Q4 2022 Mar 01, 2023	BUY	$343.59 - $374.54 $2.8 Million - $3.06 Million	8,157 New	8,157 $2.87 Billion

Others Institutions Holding VOO

# of Institutions

2,900

Shares Held

361M

Call Options Held

2.32M

Put Options Held

2.05M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Panoramic Investment Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History