York Bridge Wealth Partners, LLC Vanguard Value ETF Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	BUY	$128.01 - $150.8 $58,500 - $68,915	457 Added 19.4%	2,813 $371,000
Q1 2022 Apr 15, 2022	BUY	$140.46 - $150.33 $9,832 - $10,523	70 Added 3.06%	2,356 $348,000
Q4 2021 Jan 19, 2022	BUY	$136.43 - $147.24 $27,286 - $29,448	200 Added 9.59%	2,286 $336,000
Q3 2021 Oct 22, 2021	SELL	$134.5 - $142.48 $672 - $712	-5 Reduced 0.24%	2,086 $282,000
Q2 2021 Jul 22, 2021	BUY	$132.12 - $141.17 $22,460 - $23,998	170 Added 8.85%	2,091 $287,000
Q1 2021 Apr 15, 2021	BUY	$117.44 - $132.31 $23,488 - $26,462	200 Added 11.62%	1,921 $253,000
Q4 2020 Jan 19, 2021	BUY	$101.75 - $119.15 $175,111 - $205,057	1,721 New	1,721 $205,000
Q3 2019 Oct 21, 2019	SELL	$111.23 - $113.16 $150,716 - $153,331	-1,355 Closed	0 $0
Q1 2019 May 09, 2019	BUY	N/A	1,355 New	1,355 $146,000

Others Institutions Holding VTV

# of Institutions

2,297

Shares Held

516M

Call Options Held

248K

Put Options Held

266K

About VANGUARD VALUE ETF

Ticker VTV
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