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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-61	Closed	-$11K	–	622
2019 Q2	$11K	Hold	61	–	–	﹤0.01%	543
2019 Q1	$11K	Sell	61 -55	-47%	-$9.45K	0.01%	583
2018 Q4	$17K	Hold	116	–	–	0.01%	501
2018 Q3	$21K	Hold	116	–	–	0.01%	516
2018 Q2	$20K	Hold	116	–	–	0.01%	538
2018 Q1	$19K	Sell	116 -10	-8%	-$1.65K	0.01%	543
2017 Q4	$20K	Hold	126	–	–	0.01%	522
2017 Q3	$19K	Buy	126 +20	+19%	+$2.94K	0.01%	537
2017 Q2	$16K	Hold	106	–	–	0.01%	565
2017 Q1	$15K	Hold	106	–	–	0.01%	569
2016 Q4	$14K	Buy	+106	New	+$13.9K	0.01%	522

Other funds holding VBK

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

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

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

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Vanguard Small-Cap Growth ETF (VBK) in Q3 2019, closing a stake of 61 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in VBK in Q4 2016 and held it in 11 quarters. The position peaked at $21K in Q3 2018. 507 funds tracked by Wall St. Rank hold VBK as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Vanguard Small-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 61 Vanguard Small-Cap Growth ETF shares in Q3 2019, an estimated $11K.
YorkBridge Wealth Partners first reported a position in Vanguard Small-Cap Growth ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Vanguard Small-Cap Growth ETF position peaked at $21K in Q3 2018.
507 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2019.

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