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YWP
YorkBridge Wealth Partners’s
Marriott Vacations Worldwide
VAC
Stock Holding History
YorkBridge Wealth Partners’s Portfolio
VAC Stock Details
VAC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-1,679
Closed
-$265K
–
294
2022
Q1
$265K
Buy
1,679
+352
+27%
+$56.6K
0.06%
255
2021
Q4
$224K
Buy
+1,327
New
+$213K
0.05%
268
2019
Q3
–
Sell
-189
Closed
-$18K
–
620
2019
Q2
$18K
Sell
189
-62
-25%
-$6.12K
0.01%
487
2019
Q1
$23K
Sell
251
-153
-38%
-$13.7K
0.01%
455
2018
Q4
$28K
Buy
404
+101
+33%
+$8.42K
0.01%
394
2018
Q3
$33K
Buy
303
+3
+1%
+$355
0.02%
411
2018
Q2
$34K
Buy
300
+43
+17%
+$5.31K
0.01%
412
2018
Q1
$34K
Buy
257
+25
+11%
+$3.53K
0.02%
413
2017
Q4
$33K
Sell
232
-8
-3%
-$1.05K
0.02%
419
2017
Q3
$30K
Sell
240
-35
-13%
-$4.03K
0.02%
442
2017
Q2
$32K
Buy
275
+40
+17%
+$4.51K
0.02%
432
2017
Q1
$27K
Buy
235
+65
+38%
+$5.84K
0.01%
446
2016
Q4
$14K
Buy
+170
New
+$12.8K
0.01%
521
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1-Year Est. Return
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$5.72T AUM
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1-Year Est. Return
BAMCO Inc
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11.16%
1-Year Est. Return
SM
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$3.01B AUM
35.7%
1-Year Est. Return
Principal Financial Group
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$187B AUM
18.48%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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