Bromfield Sneider Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$419K	Buy	10,022 +6	+0.1%	+$245	0.26%	35
2023 Q4	$412K	Buy	10,016 +136	+1%	+$5.39K	0.28%	29
2023 Q3	$387K	Buy	9,880 +51	+0.5%	+$2.08K	0.29%	27
2023 Q2	$400K	Buy	9,829 +36	+0.4%	+$1.45K	0.32%	26
2023 Q1	$396K	Buy	9,793 +5	+0.1%	+$204	0.33%	24
2022 Q4	$382K	Buy	9,788 +104	+1%	+$3.96K	0.35%	21
2022 Q3	$353K	Buy	9,684 +89	+0.9%	+$3.61K	0.42%	21
2022 Q2	$400K	Buy	9,595 +45	+0.5%	+$1.94K	0.49%	20
2022 Q1	$441K	Buy	9,550 +18	+0.2%	+$866	0.46%	15
2021 Q4	$471K	Buy	+9,532	New	+$481K	0.48%	15

Other funds holding VWO

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.06% in Q1 2024, buying an estimated $245 and bringing the position to 10,022 shares worth $419K. The position accounts for 0.26% of the portfolio, ranked #35.

Bromfield Sneider Wealth Advisors first reported a position in VWO in Q4 2021 and has held it in 10 quarters since. The position peaked at $471K in Q4 2021. 2,036 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

Bromfield Sneider Wealth Advisors held 10,022 shares of Vanguard FTSE Emerging Markets ETF worth $419K as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 6 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $245.
Vanguard FTSE Emerging Markets ETF made up 0.26% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #35 holding.
Bromfield Sneider Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 10 quarters since.
Bromfield Sneider Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $471K in Q4 2021.
2,036 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

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