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

Panoramic Investment Advisors, LLC

$148 Billion
Q1 2025

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 5,070 shares of VOO stock, worth $2.95 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

5,070

Previous 5,442 6.84%

Holding current value

$2.95 Million

Previous $2.93 Billion 11.14%

% of portfolio

1.76%

Previous 1.91%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$507.05 - $563.67 $188,622 - $209,685	-372 Reduced 6.84%	5,070 $2.61 Billion
Q4 2024 Jan 24, 2025	SELL	$521.84 - $558.82 $212,910 - $227,998	-408 Reduced 6.97%	5,442 $2.93 Billion
Q3 2024 Oct 31, 2024	SELL	$475.2 - $527.7 $937,569 - $1.04 Million	-1,973 Reduced 25.22%	5,850 $3.09 Billion
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	$327.64 - $374.54 $2.67 Million - $3.06 Million	8,157 New	8,157 $2.87 Billion

Others Institutions Holding VOO

# of Institutions

3,696

Shares Held

532M

Call Options Held

2.14M

Put Options Held

2.72M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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