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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors increased its Vanguard Russell 1000 Value ETF (VONV) stake by 20% in Q1 2024, buying an estimated $257K and bringing the position to 20,374 shares worth $1.6M. The position accounts for 0.99% of the portfolio, ranked #14.

Bromfield Sneider Wealth Advisors first reported a position in VONV in Q4 2021 and has held it in 10 quarters since. 371 funds tracked by Wall St. Rank hold VONV as of Q1 2024.

Bromfield Sneider Wealth Advisors held 20,374 shares of Vanguard Russell 1000 Value ETF worth $1.6M as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 3,462 Vanguard Russell 1000 Value ETF shares in Q1 2024, an estimated $257K.
Vanguard Russell 1000 Value ETF made up 0.99% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #14 holding.
Bromfield Sneider Wealth Advisors first reported a position in Vanguard Russell 1000 Value ETF in Q4 2021 and has held it in 10 quarters since.
371 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2024.

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