Pacific Capital Wealth Advisors, Inc Vanguard Bd Index Fd Inc Inter Transaction History

Pacific Capital Wealth Advisors, Inc

$598 Million
Q4 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 186,728 shares of BIV stock, worth $14.2 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares

186,728

Previous 138,594 34.73%

Holding current value

$14.2 Million

Previous $10.9 Million 28.48%

% of portfolio

2.33%

Previous 1.83%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$74.5 - $78.37 $3.59 Million - $3.77 Million	48,134 Added 34.73%	186,728 $14 Million
Q3 2024 Oct 15, 2024	SELL	$74.26 - $78.84 $1.94 Million - $2.06 Million	-26,182 Reduced 15.89%	138,594 $10.9 Million
Q2 2024 Aug 06, 2024	BUY	$73.13 - $75.43 $4.12 Million - $4.25 Million	56,401 Added 52.04%	164,776 $12.3 Million
Q1 2024 May 15, 2024	SELL	$74.51 - $76.61 $807,241 - $829,992	-10,834 Reduced 9.09%	108,375 $8.17 Million
Q4 2023 Feb 06, 2024	SELL	$70.49 - $76.74 $63,793 - $69,449	-905 Reduced 0.75%	119,209 $9.11 Million
Q3 2023 Nov 03, 2023	SELL	$72.11 - $75.67 $3.65 Million - $3.83 Million	-50,555 Reduced 29.62%	120,114 $8.69 Million
Q2 2023 Aug 01, 2023	BUY	$74.96 - $77.47 $307,935 - $318,246	4,108 Added 2.47%	170,669 $12.8 Million
Q1 2023 May 05, 2023	BUY	$73.57 - $77.31 $2.4 Million - $2.52 Million	32,559 Added 24.3%	166,561 $12.8 Million
Q4 2022 Feb 14, 2023	BUY	$71.64 - $76.32 $9.6 Million - $10.2 Million	134,002 New	134,002 $9.96 Million

Others Institutions Holding BIV

# of Institutions

987

Shares Held

175M

Call Options Held

4.4K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
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Pacific Capital Wealth Advisors, Inc Vanguard Bd Index Fd Inc Inter Transaction History