Pacific Capital Wealth Advisors, Inc Vanguard Bd Index Fd Inc Total Transaction History

Pacific Capital Wealth Advisors, Inc

$547 Million
Q2 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 927,579 shares of BND stock, worth $69.5 Million. This represents 12.23% of its overall portfolio holdings.

Number of Shares

927,579

Previous 555,450 67.0%

Holding current value

$69.5 Million

Previous $40.3 Million 65.66%

% of portfolio

12.23%

Previous 9.51%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$70.55 - $72.66 $26.3 Million - $27 Million	372,129 Added 67.0%	927,579 $66.8 Million
Q1 2024 May 15, 2024	BUY	$71.76 - $73.66 $708,271 - $727,024	9,870 Added 1.81%	555,450 $40.3 Million
Q4 2023 Feb 06, 2024	BUY	$68.04 - $73.9 $3.83 Million - $4.16 Million	56,255 Added 11.5%	545,580 $40.1 Million
Q3 2023 Nov 03, 2023	BUY	$69.63 - $72.91 $3.23 Million - $3.38 Million	46,333 Added 10.46%	489,325 $34.1 Million
Q2 2023 Aug 01, 2023	BUY	$72.23 - $74.46 $7.92 Million - $8.16 Million	109,604 Added 32.88%	442,992 $32.2 Million
Q1 2023 May 05, 2023	BUY	$71.33 - $74.57 $1.04 Million - $1.09 Million	14,570 Added 4.57%	333,388 $24.6 Million
Q4 2022 Feb 14, 2023	SELL	$69.38 - $73.88 $3.66 Million - $3.89 Million	-52,701 Reduced 14.19%	318,818 $22.9 Million
Q3 2022 Nov 14, 2022	BUY	$70.77 - $77.08 $5.01 Million - $5.46 Million	70,811 Added 23.55%	371,519 $26.5 Million
Q2 2022 Aug 05, 2022	BUY	$73.3 - $79.23 $6.69 Million - $7.24 Million	91,319 Added 43.61%	300,708 $22.6 Million
Q1 2022 May 16, 2022	BUY	$78.72 - $84.18 $1.6 Million - $1.71 Million	20,264 Added 10.71%	209,389 $16.7 Million
Q4 2021 Mar 08, 2022	BUY	$84.47 - $85.89 $4.47 Million - $4.55 Million	52,963 Added 38.9%	189,125 $16 Million
Q3 2021 Nov 30, 2021	BUY	$85.45 - $86.85 $10.3 Million - $10.4 Million	120,304 Added 758.63%	136,162 $11.6 Million
Q2 2021 Aug 13, 2021	BUY	$84.67 - $85.92 $1.34 Million - $1.36 Million	15,858 New	15,858 $1.36 Million

Others Institutions Holding BND

# of Institutions

1,526

Shares Held

889M

Call Options Held

155K

Put Options Held

21.9K

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Pacific Capital Wealth Advisors, Inc Vanguard Bd Index Fd Inc Total Transaction History