York Bridge Wealth Partners, LLC Vanguard Ftse Emerging Mkts Et Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 12,847 shares of VWO stock, worth $562,184. This represents 0.13% of its overall portfolio holdings.

Number of Shares

12,847

Previous 10,790 19.06%

Holding current value

$562,184

Previous $394,000 26.9%

% of portfolio

0.13%

Previous 0.1%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	BUY	$36.93 - $40.67 $75,965 - $83,658	2,057 Added 19.06%	12,847 $0
Q3 2022 Oct 18, 2022	SELL	$37.52 - $42.54 $69,787 - $79,124	-1,860 Reduced 14.7%	10,790 $394,000
Q2 2022 Jul 15, 2022	BUY	$40.48 - $47.83 $115,206 - $136,124	2,846 Added 29.03%	12,650 $527,000
Q1 2022 Apr 15, 2022	SELL	$42.79 - $51.23 $173,299 - $207,481	-4,050 Reduced 29.23%	9,804 $452,000
Q4 2021 Jan 19, 2022	BUY	$47.81 - $52.33 $193,630 - $211,936	4,050 Added 41.31%	13,854 $685,000

Q3 2021 Oct 22, 2021	BUY	$49.35 - $54.02 $6,366 - $6,968	129 Added 1.33%	9,804 $490,000
Q2 2021 Jul 22, 2021	SELL	$50.96 - $55.14 $11,567 - $12,516	-227 Reduced 2.29%	9,675 $525,000
Q1 2021 Apr 15, 2021	SELL	$50.34 - $56.49 $50,340 - $56,490	-1,000 Reduced 9.17%	9,902 $515,000
Q4 2020 Jan 19, 2021	SELL	$43.14 - $50.24 $78,299 - $91,185	-1,815 Reduced 14.27%	10,902 $546,000
Q3 2020 Oct 19, 2020	BUY	$40.14 - $45.14 $169,390 - $190,490	4,220 Added 49.66%	12,717 $550,000
Q2 2020 Jul 20, 2020	BUY	$32.36 - $40.59 $274,962 - $344,893	8,497 New	8,497 $337,000
Q1 2020 Apr 16, 2020	SELL	$30.46 - $45.91 $158,422 - $238,777	-5,201 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	$39.79 - $44.7 $206,947 - $232,484	5,201 New	5,201 $231,000
Q3 2019 Oct 21, 2019	SELL	$39.0 - $43.14 $156,234 - $172,818	-4,006 Closed	0 $0
Q2 2019 Jul 18, 2019	BUY	$39.79 - $44.01 $18,144 - $20,068	456 Added 12.85%	4,006 $170,000
Q1 2019 May 09, 2019	SELL	$37.67 - $43.15 $35,334 - $40,474	-938 Reduced 20.9%	3,550 $151,000
Q4 2018 Feb 14, 2019	BUY	$36.68 - $41.1 $34,405 - $38,551	938 Added 26.42%	4,488 $171,000
Q3 2018 Nov 14, 2018	SELL	$39.98 - $44.11 $18,390 - $20,290	-460 Reduced 11.47%	3,550 $146,000
Q4 2017 Feb 12, 2018	BUY	$43.58 - $45.91 $65,152 - $68,635	1,495 Added 59.44%	4,010 $187,000
Q3 2017 Oct 27, 2017	BUY	$43.11 - $45.06 $2,802 - $2,928	65 Added 2.65%	2,515 $110,000
Q2 2017 Aug 14, 2017	BUY	N/A	2,450	2,450 $100,000

Others Institutions Holding VWO

# of Institutions

2,153

Shares Held

1.27B

Call Options Held

1.31M

Put Options Held

1.66M

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About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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York Bridge Wealth Partners, LLC Vanguard Ftse Emerging Mkts Et Transaction History