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 $3.04 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

12,272

Previous 12,022 2.08%

Holding current value

$3.04 Million

Previous $2.05 Million 7.61%

% of portfolio

0.56%

Previous 0.53%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	BUY	$165.84 - $193.83 $41,460 - $48,457	250 Added 2.08%	12,272 $0
Q3 2022 Oct 18, 2022	BUY	$170.12 - $208.72 $1.79 Million - $2.19 Million	10,507 Added 693.53%	12,022 $2.05 Million
Q2 2022 Jul 15, 2022	SELL	$167.96 - $227.2 $7,558 - $10,224	-45 Reduced 2.88%	1,515 $266,000
Q2 2021 Jul 22, 2021	SELL	$210.91 - $237.31 $23,200 - $26,104	-110 Reduced 6.59%	1,560 $369,000
Q1 2021 Apr 15, 2021	SELL	$204.75 - $230.34 $44,635 - $50,214	-218 Reduced 11.55%	1,670 $358,000
Q4 2020 Jan 19, 2021	BUY	$178.76 - $215.29 $12,870 - $15,500	72 Added 3.96%	1,888 $400,000
Q3 2020 Oct 19, 2020	SELL	$166.29 - $188.98 $34,920 - $39,685	-210 Reduced 10.37%	1,816 $327,000
Q2 2020 Jul 20, 2020	SELL	$120.77 - $169.89 $3,019 - $4,247	-25 Reduced 1.22%	2,026 $334,000
Q4 2019 Jan 17, 2020	SELL	$144.1 - $159.03 $3,602 - $3,975	-25 Reduced 1.2%	2,051 $326,000
Q2 2019 Jul 18, 2019	SELL	N/A	-280 Reduced 11.88%	2,076 $310,000
Q1 2019 May 09, 2019	SELL	N/A	-395 Reduced 14.36%	2,356 $336,000
Q4 2018 Feb 14, 2019	SELL	N/A	-25 Reduced 0.9%	2,751 $329,000
Q3 2018 Nov 14, 2018	BUY	N/A	55 Added 2.02%	2,776 $394,000
Q2 2018 Aug 10, 2018	SELL	N/A	-13 Reduced 0.48%	2,721 $366,000
Q1 2018 May 15, 2018	SELL	N/A	-260 Reduced 8.68%	2,734 $354,000
Q4 2017 Feb 12, 2018	BUY	N/A	175 Added 6.21%	2,994 $379,000
Q3 2017 Oct 27, 2017	SELL	N/A	-306 Reduced 9.79%	2,819 $343,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,125	3,125 $368,000

Others Institutions Holding VOT

# of Institutions

1,058

Shares Held

43M

Call Options Held

16.8K

Put Options Held

2.7K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

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York Bridge Wealth Partners, LLC Vanguard Mid Cap Growth Index Transaction History