York Bridge Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 2,991 shares of VOO stock, worth $1.5 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,991
Previous 1,574 90.03%
Holding current value
$1.5 Million
Previous $517,000 103.09%
% of portfolio
0.27%
Previous 0.13%

Shares

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

Jan 26, 2023
BUY
$343.59 - $374.54 $486,867 - $530,723
1,417 Added 90.03%
2,991 $0
Q3 2022

Oct 18, 2022
SELL
$339.63 - $395.04 $152,154 - $176,977
-448 Reduced 22.16%
1,574 $517,000
Q2 2022

Jul 15, 2022
BUY
$337.07 - $419.85 $167,523 - $208,665
497 Added 32.59%
2,022 $701,000
Q1 2022

Apr 15, 2022
BUY
$382.7 - $439.25 $101,415 - $116,401
265 Added 21.03%
1,525 $633,000
Q4 2021

Jan 19, 2022
BUY
$394.21 - $439.01 $1,182 - $1,317
3 Added 0.24%
1,260 $550,000
Q3 2021

Oct 22, 2021
SELL
$390.68 - $416.73 $93,763 - $100,015
-240 Reduced 16.03%
1,257 $496,000
Q2 2021

Jul 22, 2021
BUY
$368.16 - $394.32 $368 - $394
1 Added 0.07%
1,497 $589,000
Q1 2021

Apr 15, 2021
BUY
$339.03 - $365.24 $47,803 - $51,498
141 Added 10.41%
1,496 $545,000
Q4 2020

Jan 19, 2021
BUY
$299.82 - $343.69 $41,974 - $48,116
140 Added 11.52%
1,355 $466,000
Q3 2020

Oct 19, 2020
SELL
$285.37 - $328.74 $326,463 - $376,078
-1,144 Reduced 48.5%
1,215 $374,000
Q2 2020

Jul 20, 2020
SELL
$226.15 - $297.17 $84,353 - $110,844
-373 Reduced 13.65%
2,359 $669,000
Q1 2020

Apr 16, 2020
SELL
$204.27 - $310.92 $180,983 - $275,475
-886 Reduced 24.49%
2,732 $647,000
Q4 2019

Jan 17, 2020
BUY
$264.57 - $296.67 $9,789 - $10,976
37 Added 1.03%
3,618 $1.07 Million
Q3 2019

Oct 21, 2019
BUY
$260.57 - $277.38 $492,998 - $524,802
1,892 Added 112.02%
3,581 $976,000
Q2 2019

Jul 18, 2019
BUY
$252.12 - $271.73 $41,347 - $44,563
164 Added 10.75%
1,689 $455,000
Q1 2019

May 09, 2019
BUY
$224.5 - $261.43 $342,362 - $398,680
1,525 New
1,525 $396,000
Q3 2018

Nov 14, 2018
SELL
$248.79 - $269.75 $10,449 - $11,329
-42 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
42
42 $9,000

Others Institutions Holding VOO

# of Institutions
2,882
Shares Held
360M
Call Options Held
2.32M
Put Options Held
2.09M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
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More about VOO
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