PANORAMIC INVESTMENT ADVISORS, LLC VUG Holdings History
PANORAMIC INVESTMENT ADVISORS, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, PANORAMIC INVESTMENT ADVISORS, LLC held 8,053.00 shares of Vanguard Growth ETF(VUG), totaling $2.99 Mil. This investment constitutes 2.02% of their stock portfolio, and PANORAMIC INVESTMENT ADVISORS, LLC now holds 0% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2022Q4. And since then PANORAMIC INVESTMENT ADVISORS, LLC has made 3 purchases of VUG, at an average price of $274.78, for a total of 8,703.00 shares. In addition, there have been 3 sales at an average price of $288.24 for 650.00 shares. Based on historical transaction data and VUG's current price of $452.27, PANORAMIC INVESTMENT ADVISORS, LLC's estimated gain on his VUG holdings is $1.44 Mil, reflecting a 60.14% gain to date.
PANORAMIC INVESTMENT ADVISORS, LLC VUG ($452.27) Holding Chart
PANORAMIC INVESTMENT ADVISORS, LLC VUG ($452.27) 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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