Bromfield Sneider Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$4.63M Buy
2023
Q4
$4.33M Buy
2023
Q3
$3.84M Buy
2023
Q2
$3.98M Sell
2023
Q1
$3.83M Sell
2022
Q4
$3.88M Buy
2022
Q3
$3.5M Buy
2022
Q2
$3.65M Buy
2022
Q1
$4.28M Buy
2021
Q4
$4.34M Buy