York Bridge Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 139,937 shares of VYM stock, worth $16.6 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
139,937
Previous 125,196
11.77%
Holding current value
$16.6 Million
Previous $11.9 Million
27.47%
% of portfolio
3.85%
Previous 3.06%
Shares
19 transactions
Others Institutions Holding VYM
# of Institutions
1,700Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.79 Billion44.05% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.3 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.54MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5MShares$591 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$585 Million0.23% of portfolio