BSWA
Bromfield Sneider Wealth Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.19M | Buy |
13,779
+3
| +0% | +$260 | 0.74% | 17 |
|
|
2023
Q4 | $1.07M | Sell |
13,776
-181
| -1% | -$14.1K | 0.73% | 17 |
|
|
2023
Q3 | $955K | Buy |
13,957
+18
| +0.1% | +$1.23K | 0.72% | 17 |
|
|
2023
Q2 | $986K | Buy |
13,939
+143
| +1% | +$10.1K | 0.78% | 15 |
|
|
2023
Q1 | $868K | Buy |
13,796
+3,986
| +41% | +$251K | 0.73% | 15 |
|
|
2022
Q4 | $541K | Buy |
9,810
+34
| +0.3% | +$1.87K | 0.5% | 18 |
|
|
2022
Q3 | $530K | Buy |
9,776
+2,165
| +28% | +$117K | 0.63% | 16 |
|
|
2022
Q2 | $428K | Buy |
7,611
+4,435
| +140% | +$249K | 0.52% | 18 |
|
|
2022
Q1 | $227K | Buy |
+3,176
| New | +$227K | 0.24% | 27 |
|