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Bromfield Sneider Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bromfield Sneider Wealth Advisors’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$589K Hold
7,686
– – 0.36% 28
2023
Q4 		$592K Sell
7,686
-73
-0.9% -$5.53K 0.4% 24
2023
Q3 		$583K Buy
7,759
+260
+3% +$19.6K 0.44% 24
2023
Q2 		$567K Hold
7,499
– – 0.45% 21
2023
Q1 		$574K Buy
7,499
+1,050
+16% +$79.6K 0.48% 19
2022
Q4 		$485K Sell
6,449
-95
-1% -$7.13K 0.45% 19
2022
Q3 		$490K Buy
6,544
+195
+3% +$14.9K 0.58% 17
2022
Q2 		$488K Buy
6,349
+1,512
+31% +$116K 0.59% 16
2022
Q1 		$377K Buy
4,837
+334
+7% +$26.5K 0.4% 16
2021
Q4 		$364K Buy
+4,503
New +$366K 0.37% 16

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return