York Bridge Wealth Partners, LLC Vanguard Growth ETF Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 6,782 shares of VUG stock, worth $3.28 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
6,782
Previous 5,788
17.17%
Holding current value
$3.28 Million
Previous $1.24 Million
16.72%
% of portfolio
0.37%
Previous 0.32%
Shares
10 transactions
Others Institutions Holding VUG
# of Institutions
2,918Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio