Vanguard Capital Wealth Advisors’s Pacific Premier Bancorp PPBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-15,000
| Closed | -$316K | – | 141 |
|
|
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% | -$125K | 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 | +$417K | 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 | +$278K | 0.29% | 96 |
|
|
2020
Q2 | $216K | Buy |
+10,000
| New | +$200K | 0.25% | 96 |
|
|
2019
Q4 | $326K | Hold |
10,000
| – | – | 0.34% | 85 |
|
|
2019
Q3 | $311K | Buy |
+10,000
| New | +$304K | 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% | -$2.12K | 0.51% | 68 |
|
|
2018
Q1 | $405K | Sell |
10,052
-2,948
| -23% | -$123K | 0.53% | 60 |
|
|
2017
Q4 | $520K | Buy |
+13,000
| New | +$512K | 0.65% | 48 |
|
Other funds holding PPBI
Vanguard Capital Wealth Advisors's PPBI Position: Q3 2025 in Review
Vanguard Capital Wealth Advisors sold out of Pacific Premier Bancorp (PPBI) in Q3 2025, closing a stake of 15,000 shares — an estimated $316K sold.
Vanguard Capital Wealth Advisors first reported a position in PPBI in Q4 2017 and held it in 27 quarters. The position peaked at $582K in Q4 2023. 3 funds tracked by Wall St. Rank hold PPBI as of Q3 2025.
- Vanguard Capital Wealth Advisors reported no remaining Pacific Premier Bancorp position as of Q3 2025 after selling out during the quarter.
- Vanguard Capital Wealth Advisors sold 15,000 Pacific Premier Bancorp shares in Q3 2025, an estimated $316K.
- Vanguard Capital Wealth Advisors first reported a position in Pacific Premier Bancorp in Q4 2017 and held it in 27 quarters.
- Vanguard Capital Wealth Advisors's Pacific Premier Bancorp position peaked at $582K in Q4 2023.
- 3 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q3 2025.
Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.