Pacific Capital Wealth Advisors, Inc Vanguard Dividend Appreciation Transaction History
Pacific Capital Wealth Advisors, Inc
- $424 Million
- Q1 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 795 shares of VIG stock, worth $144,809. This represents 0.03% of its overall portfolio holdings.
Number of Shares
795
Previous 746
6.57%
Holding current value
$144,809
Previous $127,000
14.17%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,139Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.91 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.92 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.57 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.26 Billion4.44% of portfolio