BSWA
Bromfield Sneider Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.63M | Buy |
24,104
+19
| +0.1% | +$3.65K | 2.86% | 10 |
|
|
2023
Q4 | $4.33M | Buy |
24,085
+25
| +0.1% | +$4.5K | 2.93% | 10 |
|
|
2023
Q3 | $3.84M | Buy |
24,060
+20
| +0.1% | +$3.19K | 2.89% | 10 |
|
|
2023
Q2 | $3.98M | Sell |
24,040
-109
| -0.5% | -$18K | 3.16% | 8 |
|
|
2023
Q1 | $3.83M | Sell |
24,149
-269
| -1% | -$42.7K | 3.23% | 8 |
|
|
2022
Q4 | $3.88M | Buy |
24,418
+26
| +0.1% | +$4.13K | 3.59% | 8 |
|
|
2022
Q3 | $3.5M | Buy |
24,392
+24
| +0.1% | +$3.44K | 4.14% | 6 |
|
|
2022
Q2 | $3.65M | Buy |
24,368
+20
| +0.1% | +$3K | 4.44% | 5 |
|
|
2022
Q1 | $4.28M | Buy |
24,348
+79
| +0.3% | +$13.9K | 4.5% | 5 |
|
|
2021
Q4 | $4.34M | Buy |
+24,269
| New | +$4.34M | 4.43% | 5 |
|