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 $1.98 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
16,204
Previous 15,038
7.75%
Holding current value
$1.98 Million
Previous $2.63 Million
14.7%
% of portfolio
0.77%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding VIOG
# of Institutions
161Shares Held
3.09MCall Options Held
2.9KPut Options Held
200-
Ameriprise Financial Inc Minneapolis, MN306KShares$37.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY225KShares$27.5 Million0.0% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO180KShares$22 Million0.23% of portfolio
-
Octavia Wealth Advisors, LLC142KShares$17.3 Million2.0% of portfolio
-
Mariner, LLC Overland Park, KS134KShares$16.3 Million0.03% of portfolio