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Bromfield Sneider Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Bromfield Sneider Wealth Advisors’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.1M Buy
15,111
+662
+5% +$48K 0.68% 18
2023
Q4 		$1.06M Buy
14,449
+82
+0.6% +$5.79K 0.72% 18
2023
Q3 		$1M Buy
14,367
+331
+2% +$23.6K 0.76% 16
2023
Q2 		$1.02M Buy
14,036
+50
+0.4% +$3.66K 0.81% 14
2023
Q1 		$1.03M Buy
13,986
+32
+0.2% +$2.34K 0.87% 14
2022
Q4 		$1M Buy
13,954
+61
+0.4% +$4.37K 0.93% 13
2022
Q3 		$991K Buy
13,893
+221
+2% +$16.5K 1.17% 10
2022
Q2 		$1.03M Buy
13,672
+860
+7% +$65.5K 1.25% 9
2022
Q1 		$1.02M Buy
12,812
+254
+2% +$20.7K 1.07% 9
2021
Q4 		$1.06M Buy
+12,558
New +$1.07M 1.09% 8

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return