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

Bromfield Sneider Wealth Advisors’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$4.63M	Buy	24,104 +19	+0.1%	+$3.43K	2.86%	10
2023 Q4	$4.33M	Buy	24,085 +25	+0.1%	+$4.08K	2.93%	10
2023 Q3	$3.84M	Buy	24,060 +20	+0.1%	+$3.34K	2.89%	10
2023 Q2	$3.98M	Sell	24,040 -109	-0.5%	-$17.2K	3.16%	8
2023 Q1	$3.83M	Sell	24,149 -269	-1%	-$44.5K	3.23%	8
2022 Q4	$3.88M	Buy	24,418 +26	+0.1%	+$4.14K	3.59%	8
2022 Q3	$3.5M	Buy	24,392 +24	+0.1%	+$3.81K	4.14%	6
2022 Q2	$3.65M	Buy	24,368 +20	+0.1%	+$3.28K	4.44%	5
2022 Q1	$4.28M	Buy	24,348 +79	+0.3%	+$13.7K	4.5%	5
2021 Q4	$4.34M	Buy	+24,269	New	+$4.32M	4.43%	5

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's VBR Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.08% in Q1 2024, buying an estimated $3.43K and bringing the position to 24,104 shares worth $4.63M. The position accounts for 2.86% of the portfolio, ranked #10.

Bromfield Sneider Wealth Advisors first reported a position in VBR in Q4 2021 and has held it in 10 quarters since. 1,378 funds tracked by Wall St. Rank hold VBR as of Q1 2024.

Bromfield Sneider Wealth Advisors held 24,104 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.63M as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 19 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2024, an estimated $3.43K.
Vanguard Morningstar Small-Cap Value ETF made up 2.86% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #10 holding.
Bromfield Sneider Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 10 quarters since.
1,378 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.