YorkBridge Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$225K	Hold	4,424	–	–	0.06%	234
2022 Q3	$208K	Sell	4,424 -964	-18%	-$50.4K	0.05%	258
2022 Q2	$265K	Buy	5,388 +1,076	+25%	+$58.1K	0.07%	221
2022 Q1	$256K	Buy	4,312 +332	+8%	+$19.5K	0.06%	260
2021 Q4	$253K	Hold	3,980	–	–	0.06%	251
2021 Q3	$236K	Hold	3,980	–	–	0.06%	239
2021 Q2	$236K	Sell	3,980 -60	-1%	-$3.48K	0.06%	235
2021 Q1	$224K	Hold	4,040	–	–	0.07%	230
2020 Q4	$209K	Buy	+4,040	New	+$196K	0.07%	207
2019 Q3	–	Sell	-4,052	Closed	-$169K	–	629
2019 Q2	$169K	Buy	4,052 +764	+23%	+$31.3K	0.08%	197
2019 Q1	$132K	Buy	3,288 +536	+19%	+$20.6K	0.06%	238
2018 Q4	$95K	Buy	2,752 +240	+10%	+$9.01K	0.05%	255
2018 Q3	$103K	Hold	2,512	–	–	0.05%	278
2018 Q2	$99K	Hold	2,512	–	–	0.04%	295
2018 Q1	$97K	Hold	2,512	–	–	0.04%	298
2017 Q4	$96K	Buy	2,512 +360	+17%	+$13.6K	0.05%	299
2017 Q3	$79K	Buy	2,152 +1,400	+186%	+$50.5K	0.04%	321
2017 Q2	$27K	Hold	752	–	–	0.01%	450
2017 Q1	$27K	Buy	752 +100	+15%	+$3.44K	0.01%	447
2016 Q4	$22K	Buy	+652	New	+$21.1K	0.01%	462

Other funds holding VO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

YorkBridge Wealth Partners's VO Position: Q4 2022 in Review

YorkBridge Wealth Partners held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q4 2022 at 4,424 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #234.

YorkBridge Wealth Partners first reported a position in VO in Q4 2016 and has held it in 20 quarters since. The position peaked at $265K in Q2 2022. 1,620 funds tracked by Wall St. Rank hold VO as of Q4 2022.

YorkBridge Wealth Partners held 4,424 shares of Vanguard Morningstar Mid-Cap ETF worth $225K as of Q4 2022.
YorkBridge Wealth Partners left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q4 2022.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #234 holding.
YorkBridge Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2016 and has held it in 20 quarters since.
YorkBridge Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $265K in Q2 2022.
1,620 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.