Pacific Capital Wealth Advisors, Inc Vanguard Mid Cap Value Index F Transaction History
Pacific Capital Wealth Advisors, Inc
- $424 Million
- Q1 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 329 shares of VOE stock, worth $49,034. This represents 0.01% of its overall portfolio holdings.
Number of Shares
329
Previous 259
27.03%
Holding current value
$49,034
Previous $37,000
37.84%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VOE
# of Institutions
1,028Shares Held
65.7MCall Options Held
40.7KPut Options Held
1.3K-
Betterment LLC New York, NY5.41MShares$807 Million2.27% of portfolio
-
Morgan Stanley New York, NY4.43MShares$660 Million0.06% of portfolio
-
Assetmark, Inc3.37MShares$502 Million1.72% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$458 Million0.05% of portfolio
-
Royal Bank Of Canada Toronto, A62.97MShares$443 Million0.11% of portfolio