Pacific Capital Wealth Advisors, Inc. VYM Holdings History
Pacific Capital Wealth Advisors, Inc.'s Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, Pacific Capital Wealth Advisors, Inc. held 191,275.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $25.77 Mil. This investment constitutes 4.73% of their stock portfolio, and Pacific Capital Wealth Advisors, Inc. now holds 0.04% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2019Q4. And since then Pacific Capital Wealth Advisors, Inc. has made 16 purchases of VYM, at an average price of $107.71, for a total of 266,636.00 shares. In addition, there have been 6 sales at an average price of $114.02 for 75,361.00 shares. Based on historical transaction data and VYM's current price of $136.35, Pacific Capital Wealth Advisors, Inc.'s estimated gain on his VYM holdings is $5.96 Mil, reflecting a 20.74% gain to date.
Pacific Capital Wealth Advisors, Inc. VYM ($136.35) Holding Chart
Pacific Capital Wealth Advisors, Inc. VYM ($136.35) 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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