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YorkBridge Wealth Partners’s Vanguard Value ETF VTV Stock Holding History

YorkBridge Wealth Partners’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,813
Closed -$347K – 277
2022
Q3 		$347K Hold
2,813
– – 0.09% 166
2022
Q2 		$371K Buy
2,813
+457
+19% +$64.5K 0.1% 158
2022
Q1 		$348K Buy
2,356
+70
+3% +$10.2K 0.08% 206
2021
Q4 		$336K Buy
2,286
+200
+10% +$28.6K 0.08% 222
2021
Q3 		$282K Sell
2,086
-5
-0.2% -$696 0.07% 221
2021
Q2 		$287K Buy
2,091
+170
+9% +$23.4K 0.07% 215
2021
Q1 		$253K Buy
1,921
+200
+12% +$25.1K 0.07% 218
2020
Q4 		$205K Buy
+1,721
New +$194K 0.07% 212
2019
Q3 		– Sell
-1,355
Closed -$150K – 636
2019
Q2 		$150K Hold
1,355
– – 0.07% 226
2019
Q1 		$146K Buy
+1,355
New +$143K 0.07% 211

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Vanguard Value ETF (VTV) in Q4 2022, closing a stake of 2,813 shares — an estimated $347K sold.

YorkBridge Wealth Partners first reported a position in VTV in Q1 2019 and held it in 10 quarters. The position peaked at $371K in Q2 2022. 1,826 funds tracked by Wall St. Rank hold VTV as of Q4 2022.

  • YorkBridge Wealth Partners reported no remaining Vanguard Value ETF position as of Q4 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 2,813 Vanguard Value ETF shares in Q4 2022, an estimated $347K.
  • YorkBridge Wealth Partners first reported a position in Vanguard Value ETF in Q1 2019 and held it in 10 quarters.
  • YorkBridge Wealth Partners's Vanguard Value ETF position peaked at $371K in Q2 2022.
  • 1,826 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2022.

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