Number of Shares
282,011.00
Current Holdings Value*
$23.18 Mil
% of Portfolio
4.25%
Total Estimate Gain
$3,871.09
% of Total Estimate Gain
0.01%

Pacific Capital Wealth Advisors, Inc.'s Vanguard Intermediate-Term Corporate Bond ETF Holding Summary

As of 2025-06-30, Pacific Capital Wealth Advisors, Inc. held 282,011.00 shares of Vanguard Intermediate-Term Corporate Bond ETF(VCIT), totaling $23.18 Mil. This investment constitutes 4.25% of their stock portfolio, and Pacific Capital Wealth Advisors, Inc. now holds 0.04% of the outstanding Vanguard Intermediate-Term Corporate Bond ETF(VCIT) stock.

The initial trade took place in 2024Q3. And since then Pacific Capital Wealth Advisors, Inc. has made 3 purchases of VCIT, at an average price of $82.19, for a total of 373,363.00 shares. In addition, there have been 1 sales at an average price of $81.25 for 91,352.00 shares. Based on historical transaction data and VCIT's current price of $82.51, Pacific Capital Wealth Advisors, Inc.'s estimated gain on his VCIT holdings is $3,871.09, reflecting a 0.01% gain to date.

Pacific Capital Wealth Advisors, Inc. VCIT ($82.51) Holding Chart

Pacific Capital Wealth Advisors, Inc. VCIT ($82.51) 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