Pacific Capital Wealth Advisors, Inc Vanguard Whitehall Fds (Vangua Transaction History

Pacific Capital Wealth Advisors, Inc

  • $547 Million
  • Q2 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 204,345 shares of VYM stock, worth $26.1 Million. This represents 4.43% of its overall portfolio holdings.

Number of Shares
204,345
Previous 153,884 32.79%
Holding current value
$26.1 Million
Previous $18.6 Million 30.17%
% of portfolio
4.43%
Previous 4.39%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$114.71 - $121.51 $5.79 Million - $6.13 Million
50,461 Added 32.79%
204,345 $24.2 Million
Q1 2024

May 15, 2024
BUY
$109.98 - $120.99 $5,718 - $6,291
52 Added 0.03%
153,884 $18.6 Million
Q4 2023

Feb 06, 2024
SELL
$98.71 - $111.84 $812,975 - $921,114
-8,236 Reduced 5.08%
153,832 $17.2 Million
Q3 2023

Nov 03, 2023
SELL
$103.32 - $110.34 $1.73 Million - $1.85 Million
-16,739 Reduced 9.36%
162,068 $16.7 Million
Q2 2023

Aug 01, 2023
BUY
$101.36 - $107.68 $304,181 - $323,147
3,001 Added 1.71%
178,807 $19 Million
Q1 2023

May 05, 2023
SELL
$100.82 - $111.44 $1.22 Million - $1.35 Million
-12,147 Reduced 6.46%
175,806 $18.5 Million
Q4 2022

Feb 14, 2023
BUY
$96.14 - $113.15 $521,559 - $613,838
5,425 Added 2.97%
187,953 $20.3 Million
Q3 2022

Nov 14, 2022
BUY
$94.88 - $110.28 $2.02 Million - $2.35 Million
21,337 Added 13.24%
182,528 $17.3 Million
Q2 2022

Aug 05, 2022
BUY
$99.2 - $114.57 $4.78 Million - $5.52 Million
48,219 Added 42.68%
161,191 $16.4 Million
Q1 2022

May 16, 2022
BUY
$107.24 - $115.01 $4.09 Million - $4.39 Million
38,129 Added 50.95%
112,972 $12.7 Million
Q4 2021

Mar 08, 2022
BUY
$104.33 - $112.16 $1.53 Million - $1.64 Million
14,651 Added 24.34%
74,843 $8.39 Million
Q3 2021

Nov 30, 2021
BUY
$102.3 - $108.36 $827,095 - $876,090
8,085 Added 15.52%
60,192 $6.22 Million
Q2 2021

Aug 13, 2021
BUY
$101.6 - $107.95 $40,132 - $42,640
395 Added 0.76%
52,107 $5.46 Million
Q1 2021

May 17, 2021
BUY
$90.4 - $101.83 $147,804 - $166,492
1,635 Added 3.26%
51,712 $5.23 Million
Q4 2020

Feb 16, 2021
SELL
$78.88 - $92.1 $418,695 - $488,866
-5,308 Reduced 9.58%
50,077 $4.58 Million
Q3 2020

Nov 16, 2020
BUY
$77.57 - $85.18 $148,856 - $163,460
1,919 Added 3.59%
55,385 $4.48 Million
Q2 2020

Aug 11, 2020
BUY
$67.79 - $86.78 $16,134 - $20,653
238 Added 0.45%
53,466 $4.21 Million
Q1 2020

May 19, 2020
BUY
$60.97 - $94.78 $177,300 - $275,620
2,908 Added 5.78%
53,228 $3.77 Million
Q4 2019

Feb 14, 2020
BUY
$85.84 - $94.47 $4.32 Million - $4.75 Million
50,320 New
50,320 $4.72 Million

Others Institutions Holding VYM

# of Institutions
1,720
Shares Held
173M
Call Options Held
1.59M
Put Options Held
147K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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