York Bridge Wealth Partners, LLC Vanguard Mid Cap Growth Index Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 12,272 shares of VOT stock, worth $3.14 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
12,272
Previous 12,022
2.08%
Holding current value
$3.14 Million
Previous $2.05 Million
7.61%
% of portfolio
0.56%
Previous 0.53%
Shares
18 transactions
Others Institutions Holding VOT
# of Institutions
1,054Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$793 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$735 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$695 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$585 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$475 Million0.34% of portfolio