Vanguard Capital Wealth Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Hold
15,000
0.31% 67
2025
Q1
$320K Hold
15,000
0.39% 58
2024
Q4
$374K Hold
15,000
0.41% 56
2024
Q3
$377K Hold
15,000
0.4% 59
2024
Q2
$345K Hold
15,000
0.23% 89
2024
Q1
$360K Sell
15,000
-5,000
-25% -$120K 0.25% 79
2023
Q4
$582K Hold
20,000
0.47% 44
2023
Q3
$435K Hold
20,000
0.4% 61
2023
Q2
$414K Buy
+20,000
New +$414K 0.38% 61
2023
Q1
Sell
-10,000
Closed -$316K 132
2022
Q4
$316K Hold
10,000
0.37% 68
2022
Q3
$310K Hold
10,000
0.38% 63
2022
Q2
$292K Hold
10,000
0.33% 76
2022
Q1
$353K Hold
10,000
0.25% 93
2021
Q4
$400K Hold
10,000
0.29% 81
2021
Q3
$414 Hold
10,000
0.28% 81
2021
Q2
$422K Hold
10,000
0.32% 84
2021
Q1
$429K Hold
10,000
0.37% 73
2020
Q4
$312K Buy
+10,000
New +$312K 0.29% 96
2020
Q2
$216K Buy
+10,000
New +$216K 0.25% 96
2019
Q4
$326K Hold
10,000
0.34% 85
2019
Q3
$311K Buy
+10,000
New +$311K 0.36% 84
2019
Q2
Sell
-10,000
Closed -$265K 132
2019
Q1
$265K Hold
10,000
0.33% 87
2018
Q4
$255K Hold
10,000
0.38% 78
2018
Q3
$372K Hold
10,000
0.42% 65
2018
Q2
$381K Sell
10,000
-52
-0.5% -$1.98K 0.51% 68
2018
Q1
$405K Sell
10,052
-2,948
-23% -$119K 0.53% 60
2017
Q4
$520K Buy
+13,000
New +$520K 0.65% 48