BSWA
Bromfield Sneider Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $854K | Buy |
3,737
+6
| +0.2% | +$1.37K | 0.53% | 21 |
|
|
2023
Q4 | $796K | Buy |
3,731
+9
| +0.2% | +$1.92K | 0.54% | 19 |
|
|
2023
Q3 | $704K | Buy |
3,722
+8
| +0.2% | +$1.51K | 0.53% | 19 |
|
|
2023
Q2 | $739K | Buy |
3,714
+7
| +0.2% | +$1.39K | 0.59% | 16 |
|
|
2023
Q1 | $703K | Buy |
3,707
+188
| +5% | +$35.6K | 0.59% | 17 |
|
|
2022
Q4 | $646K | Buy |
3,519
+10
| +0.3% | +$1.84K | 0.6% | 16 |
|
|
2022
Q3 | $600K | Buy |
3,509
+227
| +7% | +$38.8K | 0.71% | 14 |
|
|
2022
Q2 | $578K | Buy |
3,282
+5
| +0.2% | +$881 | 0.7% | 14 |
|
|
2022
Q1 | $696K | Buy |
3,277
+69
| +2% | +$14.7K | 0.73% | 10 |
|
|
2021
Q4 | $725K | Buy |
+3,208
| New | +$725K | 0.74% | 10 |
|