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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

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

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

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

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

Hilltop Partners Mishawaka, Indiana $412M AUM 26.77% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors increased its Vanguard Russell 1000 ETF (VONE) stake by 121% in Q1 2024, buying an estimated $292K and bringing the position to 2,354 shares worth $561K. The position accounts for 0.35% of the portfolio, ranked #29.

Bromfield Sneider Wealth Advisors first reported a position in VONE in Q4 2021 and has held it in 10 quarters since. 273 funds tracked by Wall St. Rank hold VONE as of Q1 2024.

Bromfield Sneider Wealth Advisors held 2,354 shares of Vanguard Russell 1000 ETF worth $561K as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 1,287 Vanguard Russell 1000 ETF shares in Q1 2024, an estimated $292K.
Vanguard Russell 1000 ETF made up 0.35% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #29 holding.
Bromfield Sneider Wealth Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2021 and has held it in 10 quarters since.
273 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2024.

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