Bromfield Sneider Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$31.3M	Sell	546,276 -12,972	-2%	-$713K	19.36%	1
2023 Q4	$29M	Sell	559,248 -12,828	-2%	-$619K	19.61%	1
2023 Q3	$26M	Sell	572,076 -14,796	-3%	-$699K	19.56%	1
2023 Q2	$27.7M	Sell	586,872 -7,554	-1%	-$328K	21.97%	1
2023 Q1	$24.7M	Sell	594,426 -4,356	-0.7%	-$169K	20.8%	1
2022 Q4	$21.3M	Buy	598,782 +9,168	+2%	+$337K	19.71%	2
2022 Q3	$21M	Buy	589,614 +1,896	+0.3%	+$76.2K	24.86%	2
2022 Q2	$21.8M	Sell	587,718 -6,126	-1%	-$252K	26.55%	2
2022 Q1	$28.5M	Sell	593,844 -7,938	-1%	-$375K	29.88%	1
2021 Q4	$32.2M	Buy	+601,782	New	+$31.3M	32.84%	1

Other funds holding VUG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return