BSWA
Bromfield Sneider Wealth Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.6M | Buy |
20,374
+3,462
| +20% | +$272K | 0.99% | 14 |
|
|
2023
Q4 | $1.23M | Sell |
16,912
-1,858
| -10% | -$135K | 0.83% | 14 |
|
|
2023
Q3 | $1.41M | Buy |
18,770
+1,552
| +9% | +$117K | 1.07% | 14 |
|
|
2023
Q2 | $1.23M | Buy |
17,218
+49
| +0.3% | +$3.5K | 0.98% | 12 |
|
|
2023
Q1 | $1.18M | Buy |
17,169
+1,162
| +7% | +$80.1K | 1% | 12 |
|
|
2022
Q4 | $1.07M | Buy |
16,007
+109
| +0.7% | +$7.26K | 0.99% | 12 |
|
|
2022
Q3 | $949K | Buy |
15,898
+2,974
| +23% | +$178K | 1.12% | 12 |
|
|
2022
Q2 | $821K | Buy |
12,924
+5,805
| +82% | +$369K | 1% | 11 |
|
|
2022
Q1 | $518K | Hold |
7,119
| – | – | 0.54% | 12 |
|
|
2021
Q4 | $525K | Buy |
+7,119
| New | +$525K | 0.54% | 12 |
|