PIA
Panoramic Investment Advisors’s Vanguard Core Plus Bond ETF VPLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66M | Sell |
72,716
-26,603
| -27% | -$2.07M | 3.47% | 3 |
|
|
2025
Q1 | $7.7M | Buy |
99,319
+6,400
| +7% | +$496K | 5.2% | 2 |
|
|
2024
Q4 | $7.06M | Buy |
92,919
+12,042
| +15% | +$915K | 4.6% | 2 |
|
|
2024
Q3 | $6.42M | Buy |
+80,877
| New | +$6.42M | 4.43% | 2 |
|
|
2024
Q1 | $223K | Buy |
+2,912
| New | +$223K | 0.16% | 104 |
|