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 $273,076. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,619
Previous 1,601 1.12%
Holding current value
$273,076
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
623
Shares Held
17.4M
Call Options Held
39.4K
Put Options Held
20.4K
View Full List

About VANGUARD UTILITIES ETF

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