Pacific Capital Wealth Advisors, Inc Vanguard Sht Term Corp Bd ETF Transaction History

Pacific Capital Wealth Advisors, Inc

$424 Million
Q1 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 1,719 shares of VCSH stock, worth $133,136. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,719

Previous 1,515 13.47%

Holding current value

$133,136

Previous $117,000 12.82%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$76.87 - $77.64 $15,681 - $15,838	204 Added 13.47%	1,719 $132,000
Q4 2023 Feb 06, 2024	BUY	$74.49 - $77.37 $112,852 - $117,215	1,515 New	1,515 $117,000
Q1 2023 May 05, 2023	SELL	$74.76 - $76.57 $29,455 - $30,168	-394 Reduced 1.8%	21,500 $1.64 Million
Q4 2022 Feb 14, 2023	SELL	$73.84 - $75.8 $172,637 - $177,220	-2,338 Reduced 9.65%	21,894 $1.65 Million
Q3 2022 Nov 14, 2022	BUY	N/A	65 Added 0.27%	24,232 $1.8 Million

Q2 2022 Aug 05, 2022	BUY	N/A	3,989 Added 19.77%	24,167 $1.84 Million
Q1 2022 May 16, 2022	BUY	N/A	9,712 Added 92.8%	20,178 $1.58 Million
Q4 2021 Mar 08, 2022	BUY	N/A	7,446 Added 246.56%	10,466 $850,000
Q3 2021 Nov 30, 2021	BUY	N/A	1 Added 0.03%	3,020 $249,000
Q2 2021 Aug 13, 2021	BUY	N/A	241 Added 8.68%	3,019 $250,000
Q1 2021 May 17, 2021	SELL	N/A	-150 Reduced 5.12%	2,778 $229,000
Q4 2019 Feb 14, 2020	BUY	N/A	2,928 New	2,928 $237,000

Others Institutions Holding VCSH

# of Institutions

1,329

Shares Held

333M

Call Options Held

22.8K

Put Options Held

View Full List

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

More about VCSH

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 Sht Term Corp Bd ETF Transaction History