Ownership history in Pacific Wealth Management · 12 quarters on record
This page tracks every 13F SEC filing in which Pacific Wealth Management reported a position in VANGUARD SCOTTSDALE FDS (VCIT). 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 | 91,522 | +2,352 | +2.6% | 3.56% | $7.7M | $83.12 |
| 2025 Q3 | ADDED | 89,170 | +109 | +0.1% | 3.78% | $7.5M | $82.18 |
| 2025 Q2 | ADDED | 89,061 | +336 | +0.4% | 3.65% | $7.4M | $80.05 |
| 2025 Q1 | ADDED | 88,725 | +1,887 | +2.2% | 3.99% | $7.3M | $78.01 |
| 2024 Q4 | REDUCED | 86,838 | -81,518 | -48.4% | 3.69% | $7.0M | $76.02 |
| 2024 Q3 | ADDED | 168,356 | +8,999 | +5.6% | 6.56% | $14.1M | $78.14 |
| 2024 Q2 | ADDED | 159,357 | +5,994 | +3.9% | 6.48% | $12.7M | $73.76 |
| 2024 Q1 | UNCHANGED | 153,363 | — | 0% | 7.11% | $12.5M | $73.47 |
| 2023 Q4 | ADDED | 153,363 | +149,874 | +4295.6% | 7.11% | $12.5M | $73.67 |
| 2023 Q2 | UNCHANGED | 3,489 | — | 0% | 0.18% | $276K | $69.96 |
As of 2025 Q4 — sorted by position size