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

Pacific Capital Wealth Advisors, Inc

$598 Million
Q4 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 $12,392. This represents 0.0% of its overall portfolio holdings.

Number of Shares

250

Previous 380 34.21%

Holding current value

$12,392

Previous $18,000 33.33%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$48.33 - $49.08 $6,282 - $6,380	-130 Reduced 34.21%	250 $12,000
Q3 2024 Oct 15, 2024	BUY	$48.06 - $49.39 $6,247 - $6,420	130 Added 52.0%	380 $18,000
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	$48.11 - $50.34 $17,512 - $18,323	364 Added 0.28%	131,021 $6.3 Million
Q2 2022 Aug 05, 2022	BUY	$50.05 - $51.06 $4,104 - $4,186	82 Added 0.06%	130,657 $6.55 Million
Q1 2022 May 16, 2022	BUY	$50.6 - $52.11 $47,968 - $49,400	948 Added 0.73%	130,575 $6.69 Million
Q4 2021 Mar 08, 2022	BUY	$51.18 - $52.61 $529,815 - $544,618	10,352 Added 8.68%	129,627 $6.66 Million
Q3 2021 Nov 30, 2021	BUY	$51.92 - $52.8 $5.99 Million - $6.1 Million	115,454 Added 3021.57%	119,275 $6.27 Million
Q2 2021 Aug 13, 2021	BUY	$51.54 - $52.44 $196,934 - $200,373	3,821 New	3,821 $200,000

Others Institutions Holding VTIP

# of Institutions

816

Shares Held

1.1B

Call Options Held

9.2K

Put Options Held

100

View Full List

About VANGUARD SHT TRM INFLT-PROT FD

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