Pacific Capital Wealth Advisors, Inc. BND Holdings History
Pacific Capital Wealth Advisors, Inc.'s Vanguard Total Bond Market ETF Holding Summary
As of 2025-06-30, Pacific Capital Wealth Advisors, Inc. held 867,313.00 shares of Vanguard Total Bond Market ETF(BND), totaling $63.18 Mil. This investment constitutes 11.59% of their stock portfolio, and Pacific Capital Wealth Advisors, Inc. now holds 0.05% of the outstanding Vanguard Total Bond Market ETF(BND) stock.
The initial trade took place in 2021Q2. And since then Pacific Capital Wealth Advisors, Inc. has made 14 purchases of BND, at an average price of $74.97, for a total of 1.07 Mil shares. In addition, there have been 3 sales at an average price of $72.40 for 207,427.00 shares. Based on historical transaction data and BND's current price of $73.04, Pacific Capital Wealth Advisors, Inc.'s estimated gain on his BND holdings is $-2.22 Mil, reflecting a -2.75% gain to date.
Pacific Capital Wealth Advisors, Inc. BND ($73.04) Holding Chart
Pacific Capital Wealth Advisors, Inc. BND ($73.04) 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
