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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-175	Closed	-$20K	–	631
2019 Q2	$20K	Hold	175	–	–	0.01%	476
2019 Q1	$19K	Hold	175	–	–	0.01%	474
2018 Q4	$17K	Hold	175	–	–	0.01%	502
2018 Q3	$20K	Hold	175	–	–	0.01%	524
2018 Q2	$19K	Hold	175	–	–	0.01%	546
2018 Q1	$19K	Hold	175	–	–	0.01%	544
2017 Q4	$19K	Hold	175	–	–	0.01%	535
2017 Q3	$18K	Hold	175	–	–	0.01%	554
2017 Q2	$18K	Hold	175	–	–	0.01%	538
2017 Q1	$18K	Buy	+175	New	+$17.5K	0.01%	533

Other funds holding VOOV

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

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

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

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2019, closing a stake of 175 shares — an estimated $20K sold.

YorkBridge Wealth Partners first reported a position in VOOV in Q1 2017 and held it in 10 quarters. The position peaked at $20K in Q2 2019. 114 funds tracked by Wall St. Rank hold VOOV as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 175 Vanguard S&P 500 Value ETF shares in Q3 2019, an estimated $20K.
YorkBridge Wealth Partners first reported a position in Vanguard S&P 500 Value ETF in Q1 2017 and held it in 10 quarters.
YorkBridge Wealth Partners's Vanguard S&P 500 Value ETF position peaked at $20K in Q2 2019.
114 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2019.

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