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

Bromfield Sneider Wealth Advisors’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.19M Buy
13,779
+3
+0% +$249 0.74% 17
2023
Q4 		$1.07M Sell
13,776
-181
-1% -$13.2K 0.73% 17
2023
Q3 		$955K Buy
13,957
+18
+0.1% +$1.28K 0.72% 17
2023
Q2 		$986K Buy
13,939
+143
+1% +$9.36K 0.78% 15
2023
Q1 		$868K Buy
13,796
+3,986
+41% +$236K 0.73% 15
2022
Q4 		$541K Buy
9,810
+34
+0.3% +$1.92K 0.5% 18
2022
Q3 		$530K Buy
9,776
+2,165
+28% +$131K 0.63% 16
2022
Q2 		$428K Buy
7,611
+4,435
+140% +$274K 0.52% 18
2022
Q1 		$227K Buy
+3,176
New +$223K 0.24% 27

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return