BSWA
Bromfield Sneider Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $31.3M | Sell |
91,046
-2,162
| -2% | -$744K | 19.36% | 1 |
|
|
2023
Q4 | $29M | Sell |
93,208
-2,138
| -2% | -$665K | 19.61% | 1 |
|
|
2023
Q3 | $26M | Sell |
95,346
-2,466
| -3% | -$672K | 19.56% | 1 |
|
|
2023
Q2 | $27.7M | Sell |
97,812
-1,259
| -1% | -$356K | 21.97% | 1 |
|
|
2023
Q1 | $24.7M | Sell |
99,071
-726
| -0.7% | -$181K | 20.8% | 1 |
|
|
2022
Q4 | $21.3M | Buy |
99,797
+1,528
| +2% | +$326K | 19.71% | 2 |
|
|
2022
Q3 | $21M | Buy |
98,269
+316
| +0.3% | +$67.6K | 24.86% | 2 |
|
|
2022
Q2 | $21.8M | Sell |
97,953
-1,021
| -1% | -$228K | 26.55% | 2 |
|
|
2022
Q1 | $28.5M | Sell |
98,974
-1,323
| -1% | -$380K | 29.88% | 1 |
|
|
2021
Q4 | $32.2M | Buy |
+100,297
| New | +$32.2M | 32.84% | 1 |
|