Bromfield Sneider Wealth Advisors’s Vanguard 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return