Panoramic Investment Advisors, LLC Vanguard Utilities ETF Transaction History

Panoramic Investment Advisors, LLC

$163 Billion
Q2 2025

A detailed history of Panoramic Investment Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 1,637 shares of VPU stock, worth $304,940. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,637

Previous 1,628 0.55%

Holding current value

$304,940

Previous $278 Million 3.89%

% of portfolio

0.18%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$158.36 - $178.82 $1,425 - $1,609	9 Added 0.55%	1,637 $289 Million
Q1 2025 May 06, 2025	BUY	$161.24 - $173.33 $1,451 - $1,559	9 Added 0.56%	1,628 $278 Million
Q4 2024 Jan 24, 2025	BUY	$160.52 - $179.11 $2,889 - $3,223	18 Added 1.12%	1,619 $265 Million
Q3 2024 Oct 31, 2024	SELL	$146.64 - $174.54 $36,806 - $43,809	-251 Reduced 13.55%	1,601 $279 Million
Q1 2024 Apr 18, 2024	SELL	$129.56 - $142.58 $45,605 - $50,188	-352 Reduced 15.97%	1,852 $264 Million
Q4 2023 Jan 23, 2024	SELL	$121.65 - $142.23 $80,897 - $94,582	-665 Reduced 23.18%	2,204 $302 Million
Q3 2023 Nov 15, 2023	BUY	$127.23 - $148.54 $3,944 - $4,604	31 Added 1.09%	2,869 $366 Million
Q4 2022 Mar 01, 2023	BUY	$134.2 - $158.16 $380,859 - $448,858	2,838 New	2,838 $435 Million

Others Institutions Holding VPU

# of Institutions

682

Shares Held

13.2M

Call Options Held

60.9K

Put Options Held

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Panoramic Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.

Account

Panoramic Investment Advisors, LLC Vanguard Utilities ETF Transaction History