Bromfield Sneider Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Bromfield Sneider Wealth Advisors’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$269K	Hold	1,653	–	–	0.17%	44
2023 Q4	$247K	Hold	1,653	–	–	0.17%	40
2023 Q3	$228K	Hold	1,653	–	–	0.17%	38
2023 Q2	$235K	Hold	1,653	–	–	0.19%	35
2023 Q1	$228K	Hold	1,653	–	–	0.19%	34
2022 Q4	$232K	Hold	1,653	–	–	0.22%	31
2022 Q3	$204K	Sell	1,653 -255	-13%	-$34.5K	0.24%	31
2022 Q2	$252K	Hold	1,908	–	–	0.31%	25
2022 Q1	$282K	Hold	1,908	–	–	0.3%	22
2021 Q4	$281K	Buy	+1,908	New	+$272K	0.29%	20

Other funds holding VTV

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Bromfield Sneider Wealth Advisors held its Vanguard Morningstar Value ETF (VTV) position steady in Q1 2024 at 1,653 shares worth $269K. The position accounts for 0.17% of the portfolio, ranked #44.

Bromfield Sneider Wealth Advisors first reported a position in VTV in Q4 2021 and has held it in 10 quarters since. The position peaked at $282K in Q1 2022. 2,062 funds tracked by Wall St. Rank hold VTV as of Q1 2024.

Bromfield Sneider Wealth Advisors held 1,653 shares of Vanguard Morningstar Value ETF worth $269K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its Vanguard Morningstar Value ETF share count unchanged in Q1 2024.
Vanguard Morningstar Value ETF made up 0.17% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #44 holding.
Bromfield Sneider Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and has held it in 10 quarters since.
Bromfield Sneider Wealth Advisors's Vanguard Morningstar Value ETF position peaked at $282K in Q1 2022.
2,062 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2024.

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