Pacific Capital Wealth Advisors, Inc Vanguard Small Cap Value ETF Transaction History
Pacific Capital Wealth Advisors, Inc
- $592 Million
- Q3 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 497 shares of VBR stock, worth $99,892. This represents 0.02% of its overall portfolio holdings.
Number of Shares
497
Previous 497
-0.0%
Holding current value
$99,892
Previous $90,000
10.0%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,543Shares Held
92.3MCall Options Held
53.2KPut Options Held
22.2K-
Bank Of America Corp Charlotte, NC18.4MShares$3.71 Billion0.31% of portfolio
-
Assetmark, Inc3.82MShares$767 Million2.2% of portfolio
-
Morgan Stanley New York, NY3.76MShares$755 Million0.06% of portfolio
-
Betterment LLC New York, NY3.7MShares$743 Million1.78% of portfolio
-
Jones Financial Companies Lllp2.38MShares$479 Million0.49% of portfolio