BSWA
Bromfield Sneider Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $14.9M | Buy |
57,274
+582
| +1% | +$152K | 9.23% | 4 |
|
|
2023
Q4 | $13.7M | Sell |
56,692
-341
| -0.6% | -$82.4K | 9.28% | 4 |
|
|
2023
Q3 | $12.2M | Buy |
57,033
+398
| +0.7% | +$85.2K | 9.2% | 4 |
|
|
2023
Q2 | $13M | Sell |
56,635
-641
| -1% | -$147K | 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% | +$78K | 10.52% | 3 |
|
|
2022
Q3 | $11M | Buy |
56,207
+477
| +0.9% | +$93.1K | 12.97% | 3 |
|
|
2022
Q2 | $11M | Buy |
55,730
+1,632
| +3% | +$322K | 13.35% | 3 |
|
|
2022
Q1 | $13.4M | Buy |
54,098
+142
| +0.3% | +$35.2K | 14.09% | 3 |
|
|
2021
Q4 | $15.2M | Buy |
+53,956
| New | +$15.2M | 15.51% | 3 |
|