Pacific Capital Wealth Advisors, Inc Vanguard Growth ETF Transaction History

Pacific Capital Wealth Advisors, Inc

$424 Million
Q1 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 1,157 shares of VUG stock, worth $448,175. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,157

Previous 1,245 7.07%

Holding current value

$448,175

Previous $387,000 2.84%

% of portfolio

0.09%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$301.05 - $346.61 $26,492 - $30,501	-88 Reduced 7.07%	1,157 $398,000
Q4 2023 Feb 06, 2024	BUY	$261.54 - $312.16 $23,015 - $27,470	88 Added 7.61%	1,245 $387,000
Q2 2023 Aug 01, 2023	SELL	$243.06 - $282.96 $18,472 - $21,504	-76 Reduced 6.16%	1,157 $327,000
Q1 2023 May 05, 2023	SELL	$209.25 - $249.44 $34,526 - $41,157	-165 Reduced 11.8%	1,233 $307,000
Q4 2022 Feb 14, 2023	SELL	$208.44 - $233.81 $32,099 - $36,006	-154 Reduced 9.92%	1,398 $297,000

Q2 2022 Aug 05, 2022	SELL	N/A	-370 Reduced 19.25%	1,552 $346,000
Q1 2022 May 16, 2022	BUY	N/A	134 Added 7.49%	1,922 $553,000
Q4 2021 Mar 08, 2022	BUY	N/A	1,788 New	1,788 $574,000
Q4 2020 Feb 16, 2021	SELL	N/A	-161 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	N/A	161 New	161 $37,000

Others Institutions Holding VUG

# of Institutions

2,197

Shares Held

221M

Call Options Held

174K

Put Options Held

57.1K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Pacific Capital Wealth Advisors, Inc Vanguard Growth ETF Transaction History