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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 18, 2022

SELL
$187.98 - $227.42 $45,303 - $54,808
-241 Reduced 17.89%
1,106 $208,000
Q2 2022

Jul 15, 2022

BUY
$190.36 - $240.41 $51,206 - $64,670
269 Added 24.95%
1,347 $265,000
Q1 2022

Apr 15, 2022

BUY
$219.86 - $253.39 $18,248 - $21,031
83 Added 8.34%
1,078 $256,000
Q2 2021

Jul 22, 2021

SELL
$223.23 - $238.25 $3,348 - $3,573
-15 Reduced 1.49%
995 $236,000
Q4 2020

Jan 19, 2021

BUY
$176.14 - $208.21 $177,901 - $210,292
1,010 New
1,010 $209,000
Q3 2019

Oct 21, 2019

SELL
$166.82 - $169.81 $168,988 - $172,017
-1,013 Closed
0 $0
Q2 2019

Jul 18, 2019

BUY
N/A
191 Added 23.24%
1,013 $169,000
Q1 2019

May 09, 2019

BUY
N/A
134 Added 19.48%
822 $132,000
Q4 2018

Feb 14, 2019

BUY
N/A
60 Added 9.55%
688 $95,000
Q4 2017

Feb 12, 2018

BUY
N/A
90 Added 16.73%
628 $96,000
Q3 2017

Oct 27, 2017

BUY
N/A
350 Added 186.17%
538 $79,000
Q2 2017

Aug 14, 2017

BUY
N/A
188
188 $27,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track York Bridge Wealth Partners, LLC Portfolio

Follow York Bridge Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of York Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on York Bridge Wealth Partners, LLC with notifications on news.