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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.02% in Q1 2024, buying an estimated $249 and bringing the position to 13,779 shares worth $1.19M. The position accounts for 0.74% of the portfolio, ranked #17.

Bromfield Sneider Wealth Advisors first reported a position in VONG in Q1 2022 and has held it in 9 quarters since. 581 funds tracked by Wall St. Rank hold VONG as of Q1 2024.

Bromfield Sneider Wealth Advisors held 13,779 shares of Vanguard Russell 1000 Growth ETF worth $1.19M as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 3 Vanguard Russell 1000 Growth ETF shares in Q1 2024, an estimated $249.
Vanguard Russell 1000 Growth ETF made up 0.74% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #17 holding.
Bromfield Sneider Wealth Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2022 and has held it in 9 quarters since.
581 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2024.

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