BSWA
VBK icon

Bromfield Sneider Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bromfield Sneider Wealth Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$14.9M Buy
57,274
+582
+1% +$143K 9.23% 4
2023
Q4 		$13.7M Sell
56,692
-341
-0.6% -$74K 9.28% 4
2023
Q3 		$12.2M Buy
57,033
+398
+0.7% +$90.5K 9.2% 4
2023
Q2 		$13M Sell
56,635
-641
-1% -$139K 10.33% 3
2023
Q1 		$12.4M Buy
57,276
+680
+1% +$147K 10.43% 4
2022
Q4 		$11.3M Buy
56,596
+389
+0.7% +$79.6K 10.52% 3
2022
Q3 		$11M Buy
56,207
+477
+0.9% +$102K 12.97% 3
2022
Q2 		$11M Buy
55,730
+1,632
+3% +$354K 13.35% 3
2022
Q1 		$13.4M Buy
54,098
+142
+0.3% +$35K 14.09% 3
2021
Q4 		$15.2M Buy
+53,956
New +$15.5M 15.51% 3

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return