York Bridge Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 29,196 shares of VNQ stock, worth $2.46 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
29,196
Previous 27,870 4.76%
Holding current value
$2.46 Million
Previous $2.23 Million 7.79%
% of portfolio
0.61%
Previous 0.58%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023
BUY
$81.07 - $88.09 $107,498 - $116,807
1,326 Added 4.76%
29,196 $0
Q3 2022

Oct 18, 2022
BUY
N/A
2,928 Added 11.74%
27,870 $2.23 Million
Q2 2022

Jul 15, 2022
BUY
N/A
13,581 Added 119.54%
24,942 $2.27 Million
Q1 2022

Apr 15, 2022
BUY
N/A
673 Added 6.3%
11,361 $1.23 Million
Q4 2021

Jan 19, 2022
BUY
N/A
171 Added 1.63%
10,688 $1.24 Million
Q3 2021

Oct 22, 2021
BUY
N/A
456 Added 4.53%
10,517 $1.07 Million
Q2 2021

Jul 22, 2021
BUY
N/A
75 Added 0.75%
10,061 $1.02 Million
Q1 2021

Apr 15, 2021
BUY
N/A
811 Added 8.84%
9,986 $917,000
Q4 2020

Jan 19, 2021
BUY
N/A
141 Added 1.56%
9,175 $779,000
Q3 2020

Oct 19, 2020
BUY
N/A
324 Added 3.72%
9,034 $713,000
Q2 2020

Jul 20, 2020
BUY
N/A
884 Added 11.3%
8,710 $684,000
Q1 2020

Apr 16, 2020
BUY
N/A
318 Added 4.24%
7,826 $547,000
Q4 2019

Jan 17, 2020
BUY
N/A
41 Added 0.55%
7,508 $697,000
Q3 2019

Oct 21, 2019
SELL
N/A
-13 Reduced 0.17%
7,467 $696,000
Q2 2019

Jul 18, 2019
BUY
N/A
452 Added 6.43%
7,480 $654,000
Q1 2019

May 09, 2019
BUY
N/A
125 Added 1.81%
7,028 $611,000
Q4 2018

Feb 14, 2019
BUY
N/A
336 Added 5.12%
6,903 $515,000
Q3 2018

Nov 14, 2018
SELL
N/A
-132 Reduced 1.97%
6,567 $525,000
Q2 2018

Aug 10, 2018
SELL
N/A
-8 Reduced 0.12%
6,699 $546,000
Q1 2018

May 15, 2018
BUY
N/A
200 Added 3.07%
6,707 $498,000
Q4 2017

Feb 12, 2018
BUY
N/A
1,104 Added 20.43%
6,507 $487,000
Q3 2017

Oct 27, 2017
BUY
N/A
586 Added 12.17%
5,403 $449,000
Q2 2017

Aug 14, 2017
BUY
N/A
4,817
4,817 $406,000

Others Institutions Holding VNQ

# of Institutions
1,749
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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