YorkBridge Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.05M	Buy	2,991 +1,417	+90%	+$501K	0.27%	85
2022 Q3	$517K	Sell	1,574 -448	-22%	-$164K	0.13%	121
2022 Q2	$701K	Buy	2,022 +497	+33%	+$187K	0.18%	102
2022 Q1	$633K	Buy	1,525 +265	+21%	+$108K	0.14%	117
2021 Q4	$550K	Buy	1,260 +3	+0.2%	+$1.27K	0.12%	130
2021 Q3	$496K	Sell	1,257 -240	-16%	-$97.4K	0.12%	128
2021 Q2	$589K	Buy	1,497 +1	+0.1%	+$384	0.15%	112
2021 Q1	$545K	Buy	1,496 +141	+10%	+$50K	0.16%	114
2020 Q4	$466K	Buy	1,355 +140	+12%	+$45.6K	0.16%	107
2020 Q3	$374K	Sell	1,215 -1,144	-48%	-$349K	0.16%	114
2020 Q2	$669K	Sell	2,359 -373	-14%	-$100K	0.31%	75
2020 Q1	$647K	Sell	2,732 -886	-24%	-$248K	0.4%	71
2019 Q4	$1.07M	Buy	3,618 +37	+1%	+$10.5K	0.49%	61
2019 Q3	$976K	Buy	3,581 +1,892	+112%	+$514K	0.49%	59
2019 Q2	$455K	Buy	1,689 +164	+11%	+$43.4K	0.2%	102
2019 Q1	$396K	Buy	+1,525	New	+$381K	0.18%	113
2018 Q3	–	Sell	-42	Closed	-$10K	–	844
2018 Q2	$10K	Hold	42	–	–	﹤0.01%	619
2018 Q1	$10K	Hold	42	–	–	﹤0.01%	621
2017 Q4	$10K	Hold	42	–	–	﹤0.01%	631
2017 Q3	$10K	Hold	42	–	–	0.01%	640
2017 Q2	$9K	Hold	42	–	–	﹤0.01%	649
2017 Q1	$9K	Buy	+42	New	+$8.96K	﹤0.01%	636

Other funds holding VOO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RJA

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

YorkBridge Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 90% in Q4 2022, buying an estimated $501K and bringing the position to 2,991 shares worth $1.05M. The position accounts for 0.27% of the portfolio, ranked #85.

YorkBridge Wealth Partners first reported a position in VOO in Q1 2017 and has held it in 22 quarters since. The position peaked at $1.07M in Q4 2019. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

YorkBridge Wealth Partners held 2,991 shares of Vanguard S&P 500 ETF worth $1.05M as of Q4 2022.
YorkBridge Wealth Partners bought 1,417 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $501K.
Vanguard S&P 500 ETF made up 0.27% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #85 holding.
YorkBridge Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 22 quarters since.
YorkBridge Wealth Partners's Vanguard S&P 500 ETF position peaked at $1.07M in Q4 2019.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

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