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

Pacific Capital Wealth Advisors, Inc

$576 Million
Q1 2025

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 223,416 shares of VYM stock, worth $27 Million. This represents 4.94% of its overall portfolio holdings.

Number of Shares

223,416

Previous 220,432 1.35%

Holding current value

$27 Million

Previous $28.1 Million 1.32%

% of portfolio

4.94%

Previous 4.71%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$126.11 - $135.06 $376,312 - $403,019	2,984 Added 1.35%	223,416 $28.5 Million
Q4 2024 Jan 22, 2025	BUY	$126.68 - $134.74 $2.14 Million - $2.27 Million	16,877 Added 8.29%	220,432 $28.1 Million
Q3 2024 Oct 15, 2024	SELL	$117.9 - $128.2 $93,141 - $101,277	-790 Reduced 0.39%	203,555 $26.1 Million
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

1,967

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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