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

Pacific Capital Wealth Advisors, Inc

$424 Million
Q1 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 15,328 shares of BSV stock, worth $1.18 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

15,328

Previous 15,934 3.8%

Holding current value

$1.18 Million

Previous $1.23 Million 4.24%

% of portfolio

0.28%

Previous 0.31%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$74.24 - $75.87 $227,619 - $232,617	-3,066 Reduced 9.27%	30,015 $2.26 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-27 Reduced 0.08%	33,081 $2.48 Million
Q2 2022 Aug 05, 2022	BUY	N/A	5,642 Added 20.54%	33,108 $2.54 Million
Q1 2022 May 16, 2022	BUY	N/A	1,995 Added 7.83%	27,466 $2.14 Million
Q4 2021 Mar 08, 2022	BUY	N/A	7 Added 0.03%	25,471 $2.06 Million
Q3 2021 Nov 30, 2021	BUY	N/A	25,464 New	25,464 $2.09 Million

Others Institutions Holding BSV

# of Institutions

1,230

Shares Held

353M

Call Options Held

8.1K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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