Panoramic Investment Advisors, LLC Vanguard Utilities ETF Transaction History

Panoramic Investment Advisors, LLC

  • $154 Billion
  • Q4 2024

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 1,619 shares of VPU stock, worth $280,540. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,619
Previous 1,601 1.12%
Holding current value
$280,540
Previous $279 Million 5.01%
% of portfolio
0.17%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
642
Shares Held
18.1M
Call Options Held
85.2K
Put Options Held
26.6K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
Track This Portfolio

Track Panoramic Investment Advisors, LLC Portfolio

Follow Panoramic Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email