York Bridge Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 1,106 shares of VO stock, worth $302,535. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,106
Previous 1,106
-0.0%
Holding current value
$302,535
Previous $208,000
8.17%
% of portfolio
0.06%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.1 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.4 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.96 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.24 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.02 Billion0.14% of portfolio