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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Envestnet Asset Management

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

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return