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 $1.77 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
16,204
Previous 15,038
7.75%
Holding current value
$1.77 Million
Previous $2.63 Million
14.7%
% of portfolio
0.77%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding VIOG
# of Institutions
172Shares Held
3.33MCall Options Held
2.3KPut Options Held
0-
Ameriprise Financial Inc Minneapolis, MN394KShares$43 Million0.01% of portfolio
-
Morgan Stanley New York, NY240KShares$26.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC208KShares$22.8 Million0.01% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO181KShares$19.7 Million0.3% of portfolio
-
Octavia Wealth Advisors, LLC142KShares$15.5 Million2.0% of portfolio