A detailed history of York Bridge Wealth Partners, LLC transactions in Vanguard Russell 1000 Value Et stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 5,997 shares of VONV stock, worth $459,190. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,997
Previous 4,083 46.88%
Holding current value
$459,190
Previous $244,000 63.52%
% of portfolio
0.1%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023

BUY
$64.35 - $69.81 $123,165 - $133,616
1,914 Added 46.88%
5,997 $0
Q3 2022

Oct 18, 2022

BUY
N/A
228 Added 5.91%
4,083 $244,000
Q2 2022

Jul 15, 2022

BUY
N/A
3,855 New
3,855 $245,000

Others Institutions Holding VONV

About VANGUARD RUSSELL 1000 VALUE ET


  • Ticker VONV
  • Sector ETFs
  • Industry ETFs
More about VONV
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.