Pacific Capital Wealth Advisors, Inc Vanguard Small Cap Value ETF Transaction History
Pacific Capital Wealth Advisors, Inc
- $592 Million
- Q3 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 497 shares of VBR stock, worth $106,367. This represents 0.02% of its overall portfolio holdings.
Number of Shares
497
Previous 497
-0.0%
Holding current value
$106,367
Previous $90,000
10.0%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,540Shares Held
93.4MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.95 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$817 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$804 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$791 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$510 Million0.49% of portfolio