YorkBridge Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.45M	Buy	40,692 +5,964	+17%	+$219K	0.37%	68
2022 Q3	$1.24M	Buy	34,728 +2,976	+9%	+$120K	0.32%	72
2022 Q2	$1.18M	Buy	31,752 +24,318	+327%	+$999K	0.31%	71
2022 Q1	$356K	Buy	7,434 +198	+3%	+$9.37K	0.08%	198
2021 Q4	$387K	Buy	7,236 +6	+0.1%	+$313	0.09%	196
2021 Q3	$350K	Buy	+7,230	New	+$360K	0.09%	198
2019 Q3	–	Sell	-690	Closed	-$19K	–	638
2019 Q2	$19K	Hold	690	–	–	0.01%	484
2019 Q1	$18K	Sell	690 -126	-15%	-$3.11K	0.01%	479
2018 Q4	$18K	Buy	816 +126	+18%	+$3.05K	0.01%	491
2018 Q3	$19K	Hold	690	–	–	0.01%	534
2018 Q2	$17K	Hold	690	–	–	0.01%	570
2018 Q1	$16K	Hold	690	–	–	0.01%	575
2017 Q4	$16K	Hold	690	–	–	0.01%	582
2017 Q3	$15K	Hold	690	–	–	0.01%	592
2017 Q2	$15K	Hold	690	–	–	0.01%	578
2017 Q1	$14K	Hold	690	–	–	0.01%	579
2016 Q4	$13K	Buy	+690	New	+$12.8K	0.01%	542

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

YorkBridge Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 17% in Q4 2022, buying an estimated $219K and bringing the position to 40,692 shares worth $1.45M. The position accounts for 0.37% of the portfolio, ranked #68.

YorkBridge Wealth Partners first reported a position in VUG in Q4 2016 and has held it in 17 quarters since. 1,669 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

YorkBridge Wealth Partners held 40,692 shares of Vanguard Morningstar Growth ETF worth $1.45M as of Q4 2022.
YorkBridge Wealth Partners bought 5,964 Vanguard Morningstar Growth ETF shares in Q4 2022, an estimated $219K.
Vanguard Morningstar Growth ETF made up 0.37% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #68 holding.
YorkBridge Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2016 and has held it in 17 quarters since.
1,669 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2022.

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