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Bromfield Sneider Wealth Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Bromfield Sneider Wealth Advisors’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.6M Buy
20,374
+3,462
+20% +$257K 0.99% 14
2023
Q4 		$1.23M Sell
16,912
-1,858
-10% -$126K 0.83% 14
2023
Q3 		$1.41M Buy
18,770
+1,552
+9% +$108K 1.07% 14
2023
Q2 		$1.23M Buy
17,218
+49
+0.3% +$3.29K 0.98% 12
2023
Q1 		$1.18M Buy
17,169
+1,162
+7% +$78.7K 1% 12
2022
Q4 		$1.07M Buy
16,007
+109
+0.7% +$7.16K 0.99% 12
2022
Q3 		$949K Buy
15,898
+2,974
+23% +$196K 1.12% 12
2022
Q2 		$821K Buy
12,924
+5,805
+82% +$399K 1% 11
2022
Q1 		$518K Hold
7,119
– – 0.54% 12
2021
Q4 		$525K Buy
+7,119
New +$512K 0.54% 12

Other funds holding VONV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return