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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's BND Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 4.6% in Q1 2024, buying an estimated $48K and bringing the position to 15,111 shares worth $1.1M. The position accounts for 0.68% of the portfolio, ranked #18.

Bromfield Sneider Wealth Advisors first reported a position in BND in Q4 2021 and has held it in 10 quarters since. 1,425 funds tracked by Wall St. Rank hold BND as of Q1 2024.

Bromfield Sneider Wealth Advisors held 15,111 shares of Vanguard Total Bond Market worth $1.1M as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 662 Vanguard Total Bond Market shares in Q1 2024, an estimated $48K.
Vanguard Total Bond Market made up 0.68% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #18 holding.
Bromfield Sneider Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 10 quarters since.
1,425 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.