Pacific Capital Wealth Advisors, Inc Vanguard Dividend Appreciation Transaction History
Pacific Capital Wealth Advisors, Inc
- $598 Million
- Q4 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 815 shares of VIG stock, worth $148,452. This represents 0.02% of its overall portfolio holdings.
Number of Shares
815
Previous 815
-0.0%
Holding current value
$148,452
Previous $148,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,497Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio