Bromfield Sneider Wealth Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.9M	Buy	23,608 +261	+1%	+$20.9K	1.17%	13
2023 Q4	$1.9M	Buy	23,347 +3,945	+20%	+$305K	1.28%	13
2023 Q3	$1.47M	Buy	19,402 +12,335	+175%	+$960K	1.11%	13
2023 Q2	$559K	Buy	7,067 +17	+0.2%	+$1.35K	0.44%	22
2023 Q1	$566K	Buy	7,050 +5,240	+290%	+$415K	0.48%	20
2022 Q4	$140K	Buy	+1,810	New	+$139K	0.13%	40

Other funds holding VCIT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 1.1% in Q1 2024, buying an estimated $20.9K and bringing the position to 23,608 shares worth $1.9M. The position accounts for 1.17% of the portfolio, ranked #13.

Bromfield Sneider Wealth Advisors first reported a position in VCIT in Q4 2022 and has held it in 6 quarters since. 1,050 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

Bromfield Sneider Wealth Advisors held 23,608 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $1.9M as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 261 Vanguard Intermediate-Term Corporate Bond ETF shares in Q1 2024, an estimated $20.9K.
Vanguard Intermediate-Term Corporate Bond ETF made up 1.17% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #13 holding.
Bromfield Sneider Wealth Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2022 and has held it in 6 quarters since.
1,050 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

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