YorkBridge Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

YorkBridge Wealth Partners’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-575	Closed	-$90K	–	621
2019 Q2	$90K	Hold	575	–	–	0.04%	303
2019 Q1	$88K	Buy	575 +150	+35%	+$22.3K	0.04%	297
2018 Q4	$56K	Hold	425	–	–	0.03%	323
2018 Q3	$68K	Sell	425 -400	-48%	-$64.7K	0.03%	327
2018 Q2	$128K	Hold	825	–	–	0.06%	248
2018 Q1	$123K	Hold	825	–	–	0.06%	260
2017 Q4	$119K	Hold	825	–	–	0.06%	255
2017 Q3	$117K	Sell	825 -906	-52%	-$123K	0.06%	242
2017 Q2	$236K	Hold	1,731	–	–	0.13%	156
2017 Q1	$233K	Sell	1,731 -10	-0.6%	-$1.32K	0.12%	153
2016 Q4	$224K	Buy	+1,741	New	+$216K	0.13%	149

Other funds holding VB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

YorkBridge Wealth Partners's VB Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Vanguard Small-Cap ETF (VB) in Q3 2019, closing a stake of 575 shares — an estimated $90K sold.

YorkBridge Wealth Partners first reported a position in VB in Q4 2016 and held it in 11 quarters. The position peaked at $236K in Q2 2017. 967 funds tracked by Wall St. Rank hold VB as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Vanguard Small-Cap ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 575 Vanguard Small-Cap ETF shares in Q3 2019, an estimated $90K.
YorkBridge Wealth Partners first reported a position in Vanguard Small-Cap ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Vanguard Small-Cap ETF position peaked at $236K in Q2 2017.
967 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.