Pacific Capital Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.11M	Sell	32,209 -17,496	-35%	-$1.67M	0.47%	22
2026 Q1	$4.41M	Sell	49,705 -123,679	-71%	-$11.3M	0.74%	19
2025 Q4	$15.3M	Sell	173,384 -6,311	-4%	-$567K	2.63%	8
2025 Q3	$16.4M	Sell	179,695 -44,086	-20%	-$4M	2.84%	7
2025 Q2	$20M	Sell	223,781 -37,943	-14%	-$3.35M	3.66%	7
2025 Q1	$23.7M	Sell	261,724 -6,262	-2%	-$568K	4.1%	8
2024 Q4	$23.9M	Buy	267,986 +36,445	+16%	+$3.44M	3.99%	8
2024 Q3	$22.6M	Sell	231,541 -48,385	-17%	-$4.46M	3.79%	8
2024 Q2	$23.4M	Buy	279,926 +40,172	+17%	+$3.32M	4.28%	7
2024 Q1	$20.7M	Sell	239,754 -1,859	-0.8%	-$159K	4.88%	5
2023 Q4	$21.3M	Buy	241,613 +5,879	+2%	+$466K	5.41%	5
2023 Q3	$17.8M	Sell	235,734 -439	-0.2%	-$36.2K	5%	5
2023 Q2	$19.7M	Buy	236,173 +12,146	+5%	+$995K	5%	5
2023 Q1	$18.6M	Buy	224,027 +3,182	+1%	+$273K	4.79%	5
2022 Q4	$18.2M	Sell	220,845 -22,574	-9%	-$1.87M	4.71%	6
2022 Q3	$19.5M	Buy	243,419 +26,908	+12%	+$2.52M	5.31%	5
2022 Q2	$19.7M	Buy	216,511 +59,868	+38%	+$5.97M	5.46%	5
2022 Q1	$17M	Buy	156,643 +14,917	+11%	+$1.58M	4.85%	4
2021 Q4	$16.4M	Buy	141,726 +7,859	+6%	+$858K	4.73%	4
2021 Q3	$13.6M	Buy	133,867 +62,804	+88%	+$6.66M	4.33%	5
2021 Q2	$7.23M	Buy	71,063 +6,130	+9%	+$608K	3.64%	8
2021 Q1	$5.96M	Buy	64,933 +2,076	+3%	+$182K	3.32%	10
2020 Q4	$5.34M	Sell	62,857 -588	-0.9%	-$48.8K	3.03%	11
2020 Q3	$5.01M	Buy	63,445 +578	+0.9%	+$46.4K	2.98%	10
2020 Q2	$4.94M	Buy	62,867 +3,817	+6%	+$289K	3.35%	10
2020 Q1	$4.13M	Buy	59,050 +393	+0.7%	+$34.5K	3.12%	11
2019 Q4	$5.44M	Buy	+58,657	New	+$5.43M	3.63%	10

Other funds holding VNQ