Pacific Wealth Strategies Group, Inc.
CIK
0001766571
City
SANTA BARBARA
State / Country
CA
Holdings in VCV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $742,181 | 66,683 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $706,172 | 66,683 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $691,502 | 66,683 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $860,693 | 81,121 | Shares | Sole | 2025-04-25 |
| 2024-12-31 | $889,804 | 81,335 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $858,393 | 78,824 | Shares | Sole | 2024-10-28 |
| 2024-06-30 | $826,253 | 79,295 | Shares | Sole | 2024-07-22 |
| 2024-03-31 | $670,507 | 67,320 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $612,206 | 62,470 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $490,541 | 58,190 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $827,233 | 86,350 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $891,603 | 87,670 | Shares | Sole | 2023-05-02 |
| 2022-12-31 | $833,955 | 87,970 | Shares | Sole | 2023-01-11 |
| 2022-06-30 | $314,540 | 29,786 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $825,991 | 74,548 | Shares | Sole | 2022-04-25 |
| 2021-12-31 | $1,036,962 | 74,548 | Shares | Sole | 2022-01-24 |
| 2021-09-30 | $1,028,762 | 74,548 | Shares | Sole | 2021-10-14 |
| 2021-06-30 | $1,057,507 | 76,025 | Shares | Sole | 2021-07-22 |
| 2021-03-31 | $972,359 | 76,025 | Shares | Sole | 2021-04-26 |
| 2020-12-31 | $614,890 | 46,477 | Shares | Sole | 2021-01-13 |
| 2020-09-30 | $580,497 | 46,477 | Shares | Sole | 2020-10-22 |
| 2020-06-30 | $591,907 | 50,677 | Shares | Sole | 2020-07-17 |
| 2020-03-31 | $574,170 | 50,677 | Shares | Sole | 2020-04-13 |