Pacific Capital Wealth Advisors, Inc. BIV Holdings History
Pacific Capital Wealth Advisors, Inc.'s Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-06-30, Pacific Capital Wealth Advisors, Inc. held 200,187.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $15.32 Mil. This investment constitutes 2.81% of their stock portfolio, and Pacific Capital Wealth Advisors, Inc. now holds 0.07% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2022Q4. And since then Pacific Capital Wealth Advisors, Inc. has made 6 purchases of BIV, at an average price of $74.64, for a total of 315,097.00 shares. In addition, there have been 5 sales at an average price of $75.15 for 114,910.00 shares. Based on historical transaction data and BIV's current price of $76.76, Pacific Capital Wealth Advisors, Inc.'s estimated gain on his BIV holdings is $482,855.06, reflecting a 2.05% gain to date.
Pacific Capital Wealth Advisors, Inc. BIV ($76.76) Holding Chart
Pacific Capital Wealth Advisors, Inc. BIV ($76.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
