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YorkBridge Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

YorkBridge Wealth Partners’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$483K Buy
2,526
+1,015
+67% +$196K 0.12% 128
2022
Q3 		$271K Buy
1,511
+84
+6% +$16.7K 0.07% 218
2022
Q2 		$269K Sell
1,427
-97
-6% -$19.9K 0.07% 214
2022
Q1 		$347K Buy
1,524
+298
+24% +$67K 0.08% 207
2021
Q4 		$296K Sell
1,226
-93
-7% -$22K 0.07% 233
2021
Q3 		$293K Buy
1,319
+32
+2% +$7.3K 0.07% 216
2021
Q2 		$287K Buy
1,287
+81
+7% +$17.6K 0.07% 214
2021
Q1 		$249K Sell
1,206
-107
-8% -$21.6K 0.07% 221
2020
Q4 		$256K Buy
+1,313
New +$240K 0.09% 167
2019
Q3 		– Sell
-684
Closed -$103K – 635
2019
Q2 		$103K Sell
684
-521
-43% -$76.7K 0.05% 282
2019
Q1 		$174K Sell
1,205
-85
-7% -$11.9K 0.08% 179
2018
Q4 		$165K Buy
1,290
+337
+35% +$46.5K 0.09% 167
2018
Q3 		$143K Hold
953
– – 0.07% 224
2018
Q2 		$134K Buy
953
+1
+0.1% +$140 0.06% 240
2018
Q1 		$130K Hold
952
– – 0.06% 245
2017
Q4 		$129K Sell
952
-25
-3% -$3.35K 0.06% 233
2017
Q3 		$127K Sell
977
-184
-16% -$23.3K 0.07% 228
2017
Q2 		$145K Buy
1,161
+300
+35% +$37K 0.08% 206
2017
Q1 		$106K Buy
861
+130
+18% +$15.6K 0.06% 247
2016
Q4 		$84K Buy
+731
New +$82.2K 0.05% 266

Other funds holding VTI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

YorkBridge Wealth Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 67% in Q4 2022, buying an estimated $196K and bringing the position to 2,526 shares worth $483K. The position accounts for 0.12% of the portfolio, ranked #128.

YorkBridge Wealth Partners first reported a position in VTI in Q4 2016 and has held it in 20 quarters since. 2,301 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

  • YorkBridge Wealth Partners held 2,526 shares of Vanguard Total Stock Market ETF worth $483K as of Q4 2022.
  • YorkBridge Wealth Partners bought 1,015 Vanguard Total Stock Market ETF shares in Q4 2022, an estimated $196K.
  • Vanguard Total Stock Market ETF made up 0.12% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #128 holding.
  • YorkBridge Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and has held it in 20 quarters since.
  • 2,301 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2022.

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