Pacific Capital Wealth Advisors, Inc Vanguard Total Stock Market Et Transaction History

Pacific Capital Wealth Advisors, Inc

  • $576 Million
  • Q1 2025

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 52,993 shares of VTI stock, worth $14.5 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares
52,993
Previous 62,340 14.99%
Holding current value
$14.5 Million
Previous $18.1 Million 19.8%
% of portfolio
2.51%
Previous 3.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$271.18 - $303.12 $2.53 Million - $2.83 Million
-9,347 Reduced 14.99%
52,993 $14.5 Million
Q4 2024

Jan 22, 2025
SELL
$280.04 - $302.45 $4.04 Million - $4.36 Million
-14,420 Reduced 18.79%
62,340 $18.1 Million
Q3 2024

Oct 15, 2024
SELL
$255.18 - $283.2 $1.71 Million - $1.9 Million
-6,705 Reduced 8.03%
76,760 $21.7 Million
Q2 2024

Aug 06, 2024
SELL
$245.23 - $269.4 $1.43 Million - $1.57 Million
-5,824 Reduced 6.52%
83,465 $22.3 Million
Q1 2024

May 15, 2024
SELL
$232.77 - $260.14 $779,779 - $871,469
-3,350 Reduced 3.62%
89,289 $23.2 Million
Q4 2023

Feb 06, 2024
BUY
$203.12 - $238.25 $203 - $238
1 Added 0.0%
92,639 $22 Million
Q3 2023

Nov 03, 2023
SELL
$211.41 - $228.35 $936,546 - $1.01 Million
-4,430 Reduced 4.56%
92,638 $19.7 Million
Q2 2023

Aug 01, 2023
SELL
$200.75 - $220.28 $113,022 - $124,017
-563 Reduced 0.58%
97,068 $21.4 Million
Q1 2023

May 05, 2023
SELL
$189.85 - $210.01 $4.85 Million - $5.36 Million
-25,522 Reduced 20.72%
97,631 $19.9 Million
Q4 2022

Feb 14, 2023
BUY
$179.3 - $204.18 $760,590 - $866,131
4,242 Added 3.57%
123,153 $23.5 Million
Q3 2022

Nov 14, 2022
SELL
$179.47 - $216.24 $1.79 Million - $2.16 Million
-9,984 Reduced 7.75%
118,911 $21.3 Million
Q2 2022

Aug 05, 2022
SELL
$183.02 - $230.52 $7,503 - $9,451
-41 Reduced 0.03%
128,895 $24.3 Million
Q1 2022

May 16, 2022
BUY
$209.9 - $242.97 $227,741 - $263,622
1,085 Added 0.85%
128,936 $29.4 Million
Q4 2021

Mar 08, 2022
BUY
$221.73 - $242.96 $5.23 Million - $5.73 Million
23,588 Added 22.62%
127,851 $30.9 Million
Q3 2021

Nov 30, 2021
BUY
$219.23 - $234.37 $22.9 Million - $24.4 Million
104,263 New
104,263 $23.2 Million
Q4 2020

Feb 16, 2021
SELL
$166.99 - $194.64 $12,023 - $14,014
-72 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$157.44 - $181.24 $11,335 - $13,049
72 New
72 $12,000

Others Institutions Holding VTI

# of Institutions
3,414
Shares Held
462M
Call Options Held
1.31M
Put Options Held
1.13M
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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