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Bromfield Sneider Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bromfield Sneider Wealth Advisors’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$6.64M Buy
88,124
+18,389
+26% +$1.39M 4.11% 7
2023
Q4 		$5.33M Buy
69,735
+7,341
+12% +$538K 3.61% 8
2023
Q3 		$4.51M Buy
62,394
+30,785
+97% +$2.28M 3.4% 9
2023
Q2 		$2.38M Buy
31,609
+83
+0.3% +$6.32K 1.89% 11
2023
Q1 		$2.42M Buy
31,526
+511
+2% +$38.7K 2.04% 11
2022
Q4 		$2.31M Buy
31,015
+5,110
+20% +$379K 2.14% 10
2022
Q3 		$1.9M Buy
25,905
+18,220
+237% +$1.41M 2.25% 9
2022
Q2 		$597K Buy
7,685
+3,841
+100% +$301K 0.73% 13
2022
Q1 		$315K Buy
3,844
+5
+0.1% +$422 0.33% 19
2021
Q4 		$336K Buy
+3,839
New +$341K 0.34% 18

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return