York Bridge Wealth Partners, LLC Vanguard Russell 1000 Growth E Transaction History
York Bridge Wealth Partners, LLC
- $394 Million
- Q4 2022
A detailed history of York Bridge Wealth Partners, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 273,764 shares of VONG stock, worth $33.2 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
273,764
Previous 214,724
27.5%
Holding current value
$33.2 Million
Previous $11.6 Million
29.63%
% of portfolio
3.83%
Previous 3.0%
Shares
3 transactions
Others Institutions Holding VONG
# of Institutions
870Shares Held
174MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC33.8MShares$4.09 Billion0.28% of portfolio
-
Cetera Investment Advisers Schaumburg, IL10.5MShares$1.28 Billion1.57% of portfolio
-
Avantax Advisory Services, Inc.10.1MShares$1.23 Billion6.29% of portfolio
-
Morgan Stanley New York, NY8.82MShares$1.07 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$931 Million0.29% of portfolio