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 $19.7 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares

139,937

Previous 125,196 11.77%

Holding current value

$19.7 Million

Previous $11.9 Million 27.47%

% of portfolio

3.85%

Previous 3.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,097

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of York Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on York Bridge Wealth Partners, LLC with notifications on news.

Account

York Bridge Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History