York Bridge Wealth Partners, LLC Vanguard S&P Small Cap 600 Gro Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Vanguard S&P Small Cap 600 Gro stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 16,204 shares of VIOG stock, worth $1.94 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
16,204
Previous 15,038
7.75%
Holding current value
$1.94 Million
Previous $2.63 Million
14.7%
% of portfolio
0.77%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding VIOG
# of Institutions
138Shares Held
2.73MCall Options Held
2KPut Options Held
0-
Ameriprise Financial Inc Minneapolis, MN243KShares$29 Million0.01% of portfolio
-
Morgan Stanley New York, NY212KShares$25.3 Million0.0% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO180KShares$21.5 Million0.32% of portfolio
-
Octavia Wealth Advisors, LLC134KShares$16 Million2.02% of portfolio
-
Mariner, LLC Overland Park, KS132KShares$15.8 Million0.03% of portfolio