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YorkBridge Wealth Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

YorkBridge Wealth Partners’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-730
Closed -$46K – 637
2019
Q2 		$46K Sell
730
-420
-37% -$26K 0.02% 378
2019
Q1 		$71K Hold
1,150
– – 0.03% 328
2018
Q4 		$62K Buy
+1,150
New +$68.9K 0.03% 311

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JMPWA
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Vanguard Russell 2000 ETF (VTWO) in Q3 2019, closing a stake of 730 shares — an estimated $46K sold.

YorkBridge Wealth Partners first reported a position in VTWO in Q4 2018 and held it in 3 quarters. The position peaked at $71K in Q1 2019. 164 funds tracked by Wall St. Rank hold VTWO as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Vanguard Russell 2000 ETF position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 730 Vanguard Russell 2000 ETF shares in Q3 2019, an estimated $46K.
  • YorkBridge Wealth Partners first reported a position in Vanguard Russell 2000 ETF in Q4 2018 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Vanguard Russell 2000 ETF position peaked at $71K in Q1 2019.
  • 164 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q3 2019.

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