Montecito Bank & Trust Vanguard Consumer Discretionar Transaction History

Montecito Bank & Trust

$583 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 13, 2018	SELL	N/A	-3,105 Closed	0 $0
Q4 2017 Feb 13, 2018	SELL	N/A	-264 Reduced 7.84%	3,105 $484,000
Q3 2017 Oct 23, 2017	BUY	N/A	3,369	3,369 $483,000

Others Institutions Holding VCR

# of Institutions

512

Shares Held

14.4M

Call Options Held

9.5K

Put Options Held

6.3K

International Assets Investment Management, LLC Orlando, FL

6.64M
Shares

$2.39 Billion
0.06% of portfolio
Bank Of America Corp Charlotte, NC

1.39M
Shares

$498 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

498K
Shares

$179 Million
0.01% of portfolio
Beacon Capital Management, Inc.

479K
Shares

$172 Million
7.02% of portfolio
Ubs Group Ag

388K
Shares

$140 Million
0.03% of portfolio

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