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Pacific Capital Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-210
Closed -$32K – 187
2020
Q3 		$32K Buy
+210
New +$32.3K 0.02% 122

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UBS Group
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LPL Financial
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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pacific Capital Wealth Advisors's VB Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of Vanguard Small-Cap ETF (VB) in Q4 2020, closing a stake of 210 shares — an estimated $32K sold.

Pacific Capital Wealth Advisors first reported a position in VB in Q3 2020 and held it in 1 quarter. The position peaked at $32K in Q3 2020. 1,286 funds tracked by Wall St. Rank hold VB as of Q4 2020.

  • Pacific Capital Wealth Advisors reported no remaining Vanguard Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 210 Vanguard Small-Cap ETF shares in Q4 2020, an estimated $32K.
  • Pacific Capital Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q3 2020 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Vanguard Small-Cap ETF position peaked at $32K in Q3 2020.
  • 1,286 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2020.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.