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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

Bromfield Sneider Wealth Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2024 at 7,686 shares worth $589K. The position accounts for 0.36% of the portfolio, ranked #28.

Bromfield Sneider Wealth Advisors first reported a position in BSV in Q4 2021 and has held it in 10 quarters since. The position peaked at $592K in Q4 2023. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

Bromfield Sneider Wealth Advisors held 7,686 shares of Vanguard Short-Term Bond ETF worth $589K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2024.
Vanguard Short-Term Bond ETF made up 0.36% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #28 holding.
Bromfield Sneider Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 10 quarters since.
Bromfield Sneider Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $592K in Q4 2023.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

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