PANORAMIC INVESTMENT ADVISORS, LLC VPLS Holdings History
PANORAMIC INVESTMENT ADVISORS, LLC's Vanguard Core-Plus Bond ETF Holding Summary
As of 2025-03-31, PANORAMIC INVESTMENT ADVISORS, LLC held 99,319.00 shares of Vanguard Core-Plus Bond ETF(VPLS), totaling $7.70 Mil. This investment constitutes 5.2% of their stock portfolio, and PANORAMIC INVESTMENT ADVISORS, LLC now holds 1.55% of the outstanding Vanguard Core-Plus Bond ETF(VPLS) stock.
The initial trade took place in 2024Q1. And since then PANORAMIC INVESTMENT ADVISORS, LLC has made 4 purchases of VPLS, at an average price of $77.85, for a total of 99,319.00 shares. Based on historical transaction data and VPLS's current price of $77.12, PANORAMIC INVESTMENT ADVISORS, LLC's estimated gain on his VPLS holdings is $-72,915.55, reflecting a -0.94% gain to date.
PANORAMIC INVESTMENT ADVISORS, LLC VPLS ($77.12) Holding Chart
PANORAMIC INVESTMENT ADVISORS, LLC VPLS ($77.12) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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