York Bridge Wealth Partners, LLC Vanguard Mid Cap Value Index F Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	BUY	$126.2 - $153.17 $15,775 - $19,146	125 Added 8.74%	1,556 $202,000
Q3 2021 Oct 22, 2021	SELL	$135.17 - $146.62 $675 - $733	-5 Reduced 0.35%	1,431 $200,000
Q2 2021 Jul 22, 2021	SELL	$136.19 - $145.71 $13,755 - $14,716	-101 Reduced 6.57%	1,436 $202,000
Q1 2021 Apr 15, 2021	SELL	$116.81 - $138.13 $33,874 - $40,057	-290 Reduced 15.87%	1,537 $207,000
Q4 2020 Jan 19, 2021	BUY	$100.82 - $119.56 $184,198 - $218,436	1,827 New	1,827 $217,000
Q1 2020 Apr 16, 2020	SELL	$68.69 - $121.9 $131,335 - $233,072	-1,912 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$108.67 - $119.8 $4,238 - $4,672	-39 Reduced 2.0%	1,912 $228,000
Q2 2019 Jul 18, 2019	SELL	N/A	-250 Reduced 11.36%	1,951 $217,000
Q1 2019 May 09, 2019	SELL	N/A	-290 Reduced 11.64%	2,201 $237,000
Q3 2018 Nov 14, 2018	BUY	N/A	75 Added 3.1%	2,491 $281,000
Q2 2018 Aug 10, 2018	SELL	N/A	-14 Reduced 0.58%	2,416 $267,000
Q1 2018 May 15, 2018	SELL	N/A	-310 Reduced 11.31%	2,430 $268,000
Q4 2017 Feb 12, 2018	BUY	N/A	210 Added 8.3%	2,740 $299,000
Q3 2017 Oct 27, 2017	SELL	N/A	-226 Reduced 8.2%	2,530 $267,000
Q2 2017 Aug 14, 2017	BUY	N/A	2,756	2,756 $285,000

Others Institutions Holding VOE

# of Institutions

1,107

Shares Held

68M

Call Options Held

28.7K

Put Options Held

1.8K

About VANGUARD MID-CAP VALUE INDEX F

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