Pacific Capital Wealth Advisors, Inc Vanguard Sht Trm Inflt Prot Fd Transaction History

Pacific Capital Wealth Advisors, Inc

  • $424 Million
  • Q1 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 250 shares of VTIP stock, worth $12,062. This represents 0.0% of its overall portfolio holdings.

Number of Shares
250
Previous 760 67.11%
Holding current value
$12,062
Previous $36,000 69.44%
% of portfolio
0.0%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$47.38 - $47.91 $24,163 - $24,434
-510 Reduced 67.11%
250 $11,000
Q4 2023

Feb 06, 2024
SELL
$46.72 - $48.12 $2.99 Million - $3.08 Million
-63,978 Reduced 98.83%
760 $36,000
Q3 2023

Nov 03, 2023
SELL
$46.9 - $47.47 $989,636 - $1 Million
-21,101 Reduced 24.58%
64,738 $3.06 Million
Q2 2023

Aug 01, 2023
SELL
$47.37 - $48.0 $399,850 - $405,168
-8,441 Reduced 8.95%
85,839 $4.07 Million
Q1 2023

May 05, 2023
SELL
$46.62 - $47.83 $1.39 Million - $1.43 Million
-29,911 Reduced 24.08%
94,280 $4.51 Million
Q4 2022

Feb 14, 2023
SELL
$46.71 - $48.22 $319,029 - $329,342
-6,830 Reduced 5.21%
124,191 $5.8 Million
Q3 2022

Nov 14, 2022
BUY
N/A
364 Added 0.28%
131,021 $6.3 Million
Q2 2022

Aug 05, 2022
BUY
N/A
82 Added 0.06%
130,657 $6.55 Million
Q1 2022

May 16, 2022
BUY
N/A
948 Added 0.73%
130,575 $6.69 Million
Q4 2021

Mar 08, 2022
BUY
N/A
10,352 Added 8.68%
129,627 $6.66 Million
Q3 2021

Nov 30, 2021
BUY
N/A
115,454 Added 3021.57%
119,275 $6.27 Million
Q2 2021

Aug 13, 2021
BUY
N/A
3,821 New
3,821 $200,000

Others Institutions Holding VTIP

# of Institutions
763
Shares Held
133M
Call Options Held
27K
Put Options Held
1.5K
View Full List

About VANGUARD SHT TRM INFLT-PROT FD

VTIP Quotes by TradingView
  • Ticker VTIP
  • Sector ETFs
  • Industry ETFs
More about VTIP
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