Pacific Capital Wealth Advisors, Inc. VNQ Holdings History
Pacific Capital Wealth Advisors, Inc.'s Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-06-30, Pacific Capital Wealth Advisors, Inc. held 223,781.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $19.97 Mil. This investment constitutes 3.66% of their stock portfolio, and Pacific Capital Wealth Advisors, Inc. now holds 0.06% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2019Q4. And since then Pacific Capital Wealth Advisors, Inc. has made 15 purchases of VNQ, at an average price of $95.21, for a total of 341,831.00 shares. In addition, there have been 7 sales at an average price of $88.63 for 118,050.00 shares. Based on historical transaction data and VNQ's current price of $91.91, Pacific Capital Wealth Advisors, Inc.'s estimated gain on his VNQ holdings is $-1.52 Mil, reflecting a -4.66% gain to date.
Pacific Capital Wealth Advisors, Inc. VNQ ($91.91) Holding Chart
Pacific Capital Wealth Advisors, Inc. VNQ ($91.91) 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 % | |||
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