BSWA
Bromfield Sneider Wealth Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $561K | Buy |
2,354
+1,287
| +121% | +$307K | 0.35% | 29 |
|
|
2023
Q4 | $231K | Buy |
1,067
+5
| +0.5% | +$1.09K | 0.16% | 43 |
|
|
2023
Q3 | $207K | Buy |
1,062
+4
| +0.4% | +$779 | 0.16% | 40 |
|
|
2023
Q2 | $213K | Buy |
1,058
+3
| +0.3% | +$605 | 0.17% | 39 |
|
|
2023
Q1 | $197K | Buy |
1,055
+4
| +0.4% | +$745 | 0.17% | 40 |
|
|
2022
Q4 | $183K | Buy |
1,051
+9
| +0.9% | +$1.57K | 0.17% | 37 |
|
|
2022
Q3 | $170K | Buy |
1,042
+4
| +0.4% | +$653 | 0.2% | 37 |
|
|
2022
Q2 | $178K | Sell |
1,038
-125
| -11% | -$21.4K | 0.22% | 34 |
|
|
2022
Q1 | $241K | Buy |
1,163
+4
| +0.3% | +$829 | 0.25% | 24 |
|
|
2021
Q4 | $254K | Buy |
+1,159
| New | +$254K | 0.26% | 24 |
|