Bromfield Sneider Wealth Advisors’s Vanguard Morningstar 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 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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

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

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

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

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

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

Bromfield Sneider Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.3% in Q1 2024, selling an estimated $713K and leaving 546,276 shares worth $31.3M. The position accounts for 19.36% of the portfolio, ranked #1.

Bromfield Sneider Wealth Advisors first reported a position in VUG in Q4 2021 and has held it in 10 quarters since. The position peaked at $32.2M in Q4 2021. 2,097 funds tracked by Wall St. Rank hold VUG as of Q1 2024.

Bromfield Sneider Wealth Advisors held 546,276 shares of Vanguard Morningstar Growth ETF worth $31.3M as of Q1 2024.
Bromfield Sneider Wealth Advisors sold 12,972 Vanguard Morningstar Growth ETF shares in Q1 2024, an estimated $713K.
Vanguard Morningstar Growth ETF made up 19.36% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #1 holding.
Bromfield Sneider Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 10 quarters since.
Bromfield Sneider Wealth Advisors's Vanguard Morningstar Growth ETF position peaked at $32.2M in Q4 2021.
2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q1 2024.

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