Bromfield Sneider Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$16.9M	Buy	218,172 +4,688	+2%	+$362K	10.42%	3
2023 Q4	$16.5M	Buy	213,484 +23,014	+12%	+$1.74M	11.18%	3
2023 Q3	$14.3M	Buy	190,470 +25,962	+16%	+$1.96M	10.78%	3
2023 Q2	$12.4M	Buy	164,508 +1,460	+0.9%	+$111K	9.88%	4
2023 Q1	$12.4M	Buy	163,048 +13,863	+9%	+$1.05M	10.46%	3
2022 Q4	$11.2M	Buy	149,185 +100,297	+205%	+$7.5M	10.4%	4
2022 Q3	$3.63M	Buy	48,888 +21,270	+77%	+$1.62M	4.29%	5
2022 Q2	$2.11M	Buy	27,618 +13,997	+103%	+$1.08M	2.56%	6
2022 Q1	$1.06M	Buy	13,621 +881	+7%	+$70.1K	1.12%	8
2021 Q4	$1.03M	Buy	+12,740	New	+$1.04M	1.06%	9

Other funds holding VCSH

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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 Financial Newark, New Jersey $91.8B AUM 38.24% 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

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 2.2% in Q1 2024, buying an estimated $362K and bringing the position to 218,172 shares worth $16.9M. The position accounts for 10.42% of the portfolio, ranked #3.

Bromfield Sneider Wealth Advisors first reported a position in VCSH in Q4 2021 and has held it in 10 quarters since. 1,253 funds tracked by Wall St. Rank hold VCSH as of Q1 2024.

Bromfield Sneider Wealth Advisors held 218,172 shares of Vanguard Short-Term Corporate Bond ETF worth $16.9M as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 4,688 Vanguard Short-Term Corporate Bond ETF shares in Q1 2024, an estimated $362K.
Vanguard Short-Term Corporate Bond ETF made up 10.42% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #3 holding.
Bromfield Sneider Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and has held it in 10 quarters since.
1,253 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2024.

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