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

Pacific Capital Wealth Advisors, Inc

$598 Million
Q4 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 542 shares of BSV stock, worth $41,923. This represents 0.01% of its overall portfolio holdings.

Number of Shares

542

Previous 696 22.13%

Holding current value

$41,923

Previous $54,000 24.07%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$77.02 - $78.58 $11,861 - $12,101	-154 Reduced 22.13%	542 $41,000
Q3 2024 Oct 15, 2024	SELL	$76.38 - $78.87 $1.07 Million - $1.11 Million	-14,015 Reduced 95.27%	696 $54,000
Q2 2024 Aug 06, 2024	SELL	$75.81 - $76.76 $46,774 - $47,360	-617 Reduced 4.03%	14,711 $1.13 Million
Q1 2024 May 15, 2024	SELL	$76.34 - $77.25 $46,262 - $46,813	-606 Reduced 3.8%	15,328 $1.18 Million
Q4 2023 Feb 06, 2024	BUY	$74.64 - $77.03 $20,078 - $20,721	269 Added 1.72%	15,934 $1.23 Million
Q3 2023 Nov 03, 2023	BUY	$74.97 - $75.93 $224 - $227	3 Added 0.02%	15,665 $1.18 Million
Q2 2023 Aug 01, 2023	BUY	$75.52 - $76.97 $226 - $230	3 Added 0.02%	15,662 $1.18 Million
Q1 2023 May 05, 2023	SELL	$74.67 - $76.76 $1.07 Million - $1.1 Million	-14,356 Reduced 47.83%	15,659 $1.2 Million
Q4 2022 Feb 14, 2023	SELL	$74.07 - $75.87 $227,098 - $232,617	-3,066 Reduced 9.27%	30,015 $2.26 Million
Q3 2022 Nov 14, 2022	SELL	$74.52 - $77.47 $2,012 - $2,091	-27 Reduced 0.08%	33,081 $2.48 Million
Q2 2022 Aug 05, 2022	BUY	$75.68 - $77.74 $426,986 - $438,609	5,642 Added 20.54%	33,108 $2.54 Million
Q1 2022 May 16, 2022	BUY	$77.66 - $80.73 $154,931 - $161,056	1,995 Added 7.83%	27,466 $2.14 Million
Q4 2021 Mar 08, 2022	BUY	$80.78 - $81.98 $565 - $573	7 Added 0.03%	25,471 $2.06 Million
Q3 2021 Nov 30, 2021	BUY	$81.9 - $82.4 $2.09 Million - $2.1 Million	25,464 New	25,464 $2.09 Million

Others Institutions Holding BSV

# of Institutions

1,257

Shares Held

375M

Call Options Held

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Account

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