Pacific Capital Wealth Advisors, Inc Vanguard Mid Cap Value Index F Transaction History

Pacific Capital Wealth Advisors, Inc

  • $592 Million
  • Q3 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 280 shares of VOE stock, worth $45,729. This represents 0.01% of its overall portfolio holdings.

Number of Shares
280
Previous 280 -0.0%
Holding current value
$45,729
Previous $42,000 9.52%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$146.82 - $155.77 $7,194 - $7,632
-49 Reduced 14.89%
280 $42,000
Q1 2024

May 15, 2024
BUY
$141.07 - $155.91 $9,874 - $10,913
70 Added 27.03%
329 $51,000
Q4 2023

Feb 06, 2024
BUY
$124.27 - $145.8 $32,185 - $37,762
259 New
259 $37,000
Q4 2020

Feb 16, 2021
SELL
$100.82 - $119.56 $15,929 - $18,890
-158 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$93.59 - $106.12 $14,787 - $16,766
158 New
158 $16,000

Others Institutions Holding VOE

# of Institutions
1,107
Shares Held
68M
Call Options Held
28.7K
Put Options Held
1.8K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email