Pacific Capital Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio VDC Stock Details VDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,478	Closed	-$270K	–	348
2023 Q3	$270K	Hold	1,478	–	–	0.08%	57
2023 Q2	$287K	Hold	1,478	–	–	0.07%	57
2023 Q1	$286K	Hold	1,478	–	–	0.07%	68
2022 Q4	$283K	Buy	+1,478	New	+$278K	0.07%	73

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Pacific Capital Wealth Advisors's VDC Position: Q4 2023 in Review

Pacific Capital Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2023, closing a stake of 1,478 shares — an estimated $270K sold.

Pacific Capital Wealth Advisors first reported a position in VDC in Q4 2022 and held it in 4 quarters. The position peaked at $287K in Q2 2023. 549 funds tracked by Wall St. Rank hold VDC as of Q4 2023.

Pacific Capital Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q4 2023 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 1,478 Vanguard Consumer Staples ETF shares in Q4 2023, an estimated $270K.
Pacific Capital Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and held it in 4 quarters.
Pacific Capital Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $287K in Q2 2023.
549 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2023.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.