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 $25.9 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
273,764
Previous 214,724
27.5%
Holding current value
$25.9 Million
Previous $11.6 Million
29.63%
% of portfolio
3.83%
Previous 3.0%
Shares
3 transactions
Others Institutions Holding VONG
# of Institutions
596Shares Held
144MCall Options Held
6.8KPut Options Held
3K-
Bank Of America Corp Charlotte, NC29.7MShares$2.81 Billion0.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.07 Billion0.27% of portfolio
-
Avantax Advisory Services, Inc.10.8MShares$1.02 Billion8.4% of portfolio
-
Morgan Stanley New York, NY5.8MShares$548 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.6MShares$434 Million0.22% of portfolio