Bromfield Sneider Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Bromfield Sneider Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$854K	Buy	3,737 +6	+0.2%	+$1.29K	0.53%	21
2023 Q4	$796K	Buy	3,731 +9	+0.2%	+$1.73K	0.54%	19
2023 Q3	$704K	Buy	3,722 +8	+0.2%	+$1.59K	0.53%	19
2023 Q2	$739K	Buy	3,714 +7	+0.2%	+$1.32K	0.59%	16
2023 Q1	$703K	Buy	3,707 +188	+5%	+$36.5K	0.59%	17
2022 Q4	$646K	Buy	3,519 +10	+0.3%	+$1.85K	0.6%	16
2022 Q3	$600K	Buy	3,509 +227	+7%	+$42.9K	0.71%	14
2022 Q2	$578K	Buy	3,282 +5	+0.2%	+$966	0.7%	14
2022 Q1	$696K	Buy	3,277 +69	+2%	+$14.5K	0.73%	10
2021 Q4	$725K	Buy	+3,208	New	+$729K	0.74%	10

Other funds holding VB

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Bromfield Sneider Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.16% in Q1 2024, buying an estimated $1.29K and bringing the position to 3,737 shares worth $854K. The position accounts for 0.53% of the portfolio, ranked #21.

Bromfield Sneider Wealth Advisors first reported a position in VB in Q4 2021 and has held it in 10 quarters since. 1,896 funds tracked by Wall St. Rank hold VB as of Q1 2024.

Bromfield Sneider Wealth Advisors held 3,737 shares of Vanguard Morningstar Small-Cap ETF worth $854K as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 6 Vanguard Morningstar Small-Cap ETF shares in Q1 2024, an estimated $1.29K.
Vanguard Morningstar Small-Cap ETF made up 0.53% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #21 holding.
Bromfield Sneider Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 10 quarters since.
1,896 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2024.

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