York Bridge Wealth Partners, LLC Vanguard Russell 1000 Growth E Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 273,764 shares of VONG stock, worth $27.8 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
273,764
Previous 214,724
27.5%
Holding current value
$27.8 Million
Previous $11.6 Million
29.63%
% of portfolio
3.83%
Previous 3.0%
Shares
3 transactions
Others Institutions Holding VONG
# of Institutions
782Shares Held
152MCall Options Held
25.9KPut Options Held
1.2K-
Bank Of America Corp Charlotte, NC29.1MShares$2.95 Billion0.26% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$1.05 Billion6.89% of portfolio
-
Morgan Stanley New York, NY7MShares$711 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.53MShares$561 Million0.24% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.62MShares$469 Million1.45% of portfolio