YWP
VG

YorkBridge Wealth Partners’s Vonage Holdings Corporation VG Stock Holding History

YorkBridge Wealth Partners’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-750
Closed -$11K – 806
2018
Q3 		$11K Hold
750
– – 0.01% 600
2018
Q2 		$10K Sell
750
-280
-27% -$3.21K ﹤0.01% 623
2018
Q1 		$11K Buy
1,030
+150
+17% +$1.6K 0.01% 610
2017
Q4 		$9K Buy
+880
New +$8.04K ﹤0.01% 652

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

YorkBridge Wealth Partners's VG Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of Vonage Holdings Corporation (VG) in Q4 2018, closing a stake of 750 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in VG in Q4 2017 and held it in 4 quarters. The position peaked at $11K in Q3 2018. 261 funds tracked by Wall St. Rank hold VG as of Q4 2018.

  • YorkBridge Wealth Partners reported no remaining Vonage Holdings Corporation position as of Q4 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 750 Vonage Holdings Corporation shares in Q4 2018, an estimated $11K.
  • YorkBridge Wealth Partners first reported a position in Vonage Holdings Corporation in Q4 2017 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Vonage Holdings Corporation position peaked at $11K in Q3 2018.
  • 261 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.