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 $18.1 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares
139,937
Previous 125,196 11.77%
Holding current value
$18.1 Million
Previous $11.9 Million 27.47%
% of portfolio
3.85%
Previous 3.06%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023

BUY
$96.14 - $113.15 $1.42 Million - $1.67 Million
14,741 Added 11.77%
139,937 $0
Q3 2022

Oct 18, 2022

BUY
$94.88 - $110.28 $11.1 Million - $12.9 Million
117,008 Added 1429.02%
125,196 $11.9 Million
Q2 2022

Jul 15, 2022

BUY
$99.2 - $114.57 $422,988 - $488,526
4,264 Added 108.66%
8,188 $833,000
Q1 2022

Apr 15, 2022

SELL
$107.24 - $115.01 $83,111 - $89,132
-775 Reduced 16.49%
3,924 $440,000
Q4 2021

Jan 19, 2022

BUY
$104.33 - $112.16 $730 - $785
7 Added 0.15%
4,699 $527,000
Q3 2021

Oct 22, 2021

BUY
$102.3 - $108.36 $1,227 - $1,300
12 Added 0.26%
4,692 $485,000
Q2 2021

Jul 22, 2021

SELL
$101.6 - $107.95 $56,794 - $60,344
-559 Reduced 10.67%
4,680 $490,000
Q1 2021

Apr 15, 2021

SELL
$90.4 - $101.83 $55,415 - $62,421
-613 Reduced 10.48%
5,239 $530,000
Q4 2020

Jan 19, 2021

BUY
$78.88 - $92.1 $50,088 - $58,483
635 Added 12.17%
5,852 $536,000
Q3 2020

Oct 19, 2020

BUY
$77.57 - $85.18 $2,947 - $3,236
38 Added 0.73%
5,217 $422,000
Q2 2020

Jul 20, 2020

SELL
$67.79 - $86.78 $23,590 - $30,199
-348 Reduced 6.3%
5,179 $408,000
Q1 2020

Apr 16, 2020

SELL
$60.97 - $94.78 $53,836 - $83,690
-883 Reduced 13.78%
5,527 $391,000
Q4 2019

Jan 17, 2020

BUY
$85.84 - $94.47 $47,898 - $52,714
558 Added 9.54%
6,410 $601,000
Q3 2019

Oct 21, 2019

BUY
$88.2 - $89.75 $85,642 - $87,147
971 Added 19.89%
5,852 $519,000
Q2 2019

Jul 18, 2019

BUY
N/A
534 Added 12.28%
4,881 $427,000
Q1 2019

May 09, 2019

SELL
N/A
-139 Reduced 3.1%
4,347 $372,000
Q4 2018

Feb 14, 2019

BUY
N/A
2,762 Added 160.21%
4,486 $350,000
Q3 2017

Oct 27, 2017

BUY
N/A
590 Added 52.03%
1,724 $140,000
Q2 2017

Aug 14, 2017

BUY
N/A
1,134
1,134 $89,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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