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Bromfield Sneider Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Bromfield Sneider Wealth Advisors’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$561K Buy
2,354
+1,287
+121% +$292K 0.35% 29
2023
Q4 		$231K Buy
1,067
+5
+0.5% +$1.01K 0.16% 43
2023
Q3 		$207K Buy
1,062
+4
+0.4% +$810 0.16% 40
2023
Q2 		$213K Buy
1,058
+3
+0.3% +$572 0.17% 39
2023
Q1 		$197K Buy
1,055
+4
+0.4% +$728 0.17% 40
2022
Q4 		$183K Buy
1,051
+9
+0.9% +$1.58K 0.17% 37
2022
Q3 		$170K Buy
1,042
+4
+0.4% +$725 0.2% 37
2022
Q2 		$178K Sell
1,038
-125
-11% -$23.4K 0.22% 34
2022
Q1 		$241K Buy
1,163
+4
+0.3% +$817 0.25% 24
2021
Q4 		$254K Buy
+1,159
New +$247K 0.26% 24

Other funds holding VONE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.33B AUM 17.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HP
Hilltop Partners Mishawaka, Indiana $390M AUM 16.72% 1-Year Est. Return