Ownership history in Pacific Wealth Management · 3 quarters on record
This page tracks every 13F SEC filing in which Pacific Wealth Management reported a position in VANGUARD SCOTTSDALE FDS (VGIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 6,655 | +3 | +0.0% | 0.19% | $399K | $59.57 |
| 2025 Q3 | UNCHANGED | 6,652 | — | 0% | 0.20% | $399K | $58.92 |
| 2025 Q2 | INITIATED | 6,652 | — | — | 0.20% | $398K | $58.14 |
As of 2025 Q4 — sorted by position size