A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 380 shares of VOO stock, worth $207,343. This represents 0.03% of its overall portfolio holdings.

Number of Shares
380
Previous 341 11.44%
Holding current value
$207,343
Previous $170,000 17.65%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$475.2 - $527.7 $18,532 - $20,580
39 Added 11.44%
380 $200,000
Q4 2023

Feb 06, 2024

BUY
$377.32 - $438.19 $128,666 - $149,422
341 New
341 $148,000
Q4 2020

Feb 16, 2021

SELL
$299.82 - $343.69 $7,495 - $8,592
-25 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$285.37 - $328.74 $7,134 - $8,218
25 New
25 $8,000

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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