Vanguard Capital Wealth Advisors’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-12,000
Closed -$74.8K 142
2025
Q2
$74.8K Buy
12,000
+500
+4% +$3.14K 0.07% 112
2025
Q1
$75K Buy
11,500
+1,500
+15% +$10.1K 0.09% 104
2024
Q4
$68.7K Buy
+10,000
New +$72K 0.07% 107

Other funds holding PZC

Vanguard Capital Wealth Advisors's PZC Position: Q3 2025 in Review

Vanguard Capital Wealth Advisors sold out of PIMCO California Municipal Income Fund III (PZC) in Q3 2025, closing a stake of 12,000 shares — an estimated $74.8K sold.

Vanguard Capital Wealth Advisors first reported a position in PZC in Q4 2024 and held it in 3 quarters. The position peaked at $75K in Q1 2025. 1 fund tracked by Wall St. Rank holds PZC as of Q3 2025.

  • Vanguard Capital Wealth Advisors reported no remaining PIMCO California Municipal Income Fund III position as of Q3 2025 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 12,000 PIMCO California Municipal Income Fund III shares in Q3 2025, an estimated $74.8K.
  • Vanguard Capital Wealth Advisors first reported a position in PIMCO California Municipal Income Fund III in Q4 2024 and held it in 3 quarters.
  • Vanguard Capital Wealth Advisors's PIMCO California Municipal Income Fund III position peaked at $75K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q3 2025.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.