Bromfield Sneider Wealth Advisors Purchases in Q1 2024

Bromfield Sneider Wealth Advisors

  • $160 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
18.4K
+ 26.37%
$74.51 - $76.61 $1.37M - $1.41M
88.1K $6.64M
VBK
Vanguard Small Cap Growth ETF

ETFs
582
+ 1.03%
$231.0 - $260.72 $134K - $152K
57.3K $14.9M
MUB
Ishares National Muni Bond ETF

ETFs
5.65K
+ 8.97%
$107.41 - $108.76 $607K - $615K
68.7K $7.39M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.36K
+ 35.26%
$56.66 - $62.34 $360K - $396K
24.4K $1.52M
SUB
Ishares Short Term National Mu

ETFs
4.48K
+ 6.73%
$104.73 - $105.42 $469K - $472K
71K $7.44M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.46K
+ 20.47%
$71.01 - $78.64 $246K - $272K
20.4K $1.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.88K
+ 12.65%
$49.17 - $49.97 $338K - $344K
61.2K $3.06M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.69K
+ 2.2%
$76.87 - $77.64 $360K - $364K
218K $16.9M
IVV
Ishares Core S&P 500 ETF

ETFs
90
+ 1.52%
$469.56 - $525.73 $42.3K - $47.3K
6.02K $3.17M
VONE
Vanguard Russell 1000 ETF

ETFs
1.29K
+ 120.62%
$212.91 - $238.32 $274K - $307K
2.35K $561K
VBR
Vanguard Small Cap Value ETF

ETFs
19
+ 0.08%
$172.45 - $191.88 $3.28K - $3.65K
24.1K $4.63M
MSFT
Microsoft Corp

Technology
651
+ 183.9%
$367.75 - $429.37 $239K - $280K
1.01K $422K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.7K
+ 41.02%
$103.16 - $115.3 $175K - $196K
5.83K $672K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.76K
+ 29.07%
$49.45 - $54.43 $186K - $205K
16.7K $909K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.54K
+ 21.16%
$59.15 - $63.58 $150K - $161K
14.5K $921K
DFAI
Dimensional ETF Tr

ETFs
3.54K
+ 19.36%
$27.74 - $30.27 $98.2K - $107K
21.8K $659K
IWD
Ishares Russell 1000 Val ETF

ETFs
572
+ 29.5%
$161.84 - $179.11 $92.6K - $102K
2.51K $449K
IWC
Russell Micro Cap ETF

ETFs
900
+ 28.48%
$109.23 - $121.19 $98.3K - $109K
4.06K $492K
VONG
Vanguard Russell 1000 Growth E

ETFs
3
+ 0.02%
$75.82 - $87.22 $227 - $262
13.8K $1.19M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.59K
+ 26.7%
$55.74 - $60.35 $88.7K - $96K
7.55K $455K
DFAU
Dimensional ETF Tr

ETFs
809
+ 3.6%
$32.59 - $36.54 $26.4K - $29.6K
23.3K $850K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.1K
New
$76.54 - $85.06 $84.3K - $93.7K
1.1K $93K
VB
Vanguard Small Cap ETF

ETFs
6
+ 0.16%
$204.0 - $228.59 $1.22K - $1.37K
3.74K $854K
DFIV
Dimensional ETF Tr

ETFs
889
+ 9.32%
$33.15 - $36.75 $29.5K - $32.7K
10.4K $383K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.23K
New
$27.64 - $31.95 $34.1K - $39.4K
1.23K $38K
BND
Vanguard Bd Index Fd Inc Total

ETFs
662
+ 4.58%
$71.76 - $73.66 $47.5K - $48.8K
15.1K $1.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.11%
$294.43 - $339.01 $294 - $339
891 $300K
LBRDK
Liberty Broadband Corp

Communication Services
250
New
$55.5 - $81.32 $13.9K - $20.3K
250 $14K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.45%
$257.46 - $288.1 $515 - $576
443 $127K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6
+ 0.06%
$39.04 - $42.23 $234 - $253
10K $418K
DFIS
Dimensional ETF Tr Dimensional

ETFs
3
+ 0.04%
$23.13 - $25.1 $69.4 - $75.3
6.91K $173K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
642
+ 398.76%
$56.98 - $284.98 $36.6K - $183K
803 $48K
VCIT
Vanguard Intermediate Term Cor

ETFs
261
+ 1.12%
$79.39 - $81.28 $20.7K - $21.2K
23.6K $1.9M
DFAE
Dimensional ETF Tr

ETFs
5
+ 0.1%
$22.74 - $24.88 $114 - $124
5.17K $127K
JNJ
Johnson & Johnson

Healthcare
3
+ 0.64%
$155.22 - $162.74 $466 - $488
471 $74K
IXUS
Ishares Tr

ETFs
15
+ 7.98%
$62.39 - $67.92 $936 - $1.02K
203 $13K
BNDX
Vanguard Total International B

ETFs
21
+ 0.36%
$48.47 - $49.33 $1.02K - $1.04K
5.81K $285K
Nuveen Ma Municipal Bond Fund
294
+ 0.8%
N/A
36.8K $0
Dimensional ETF Trust
7.97K
+ 645.59%
N/A
9.21K $0
Liberty Media Corp Del
500
New
N/A
500 $0
Liberty Media Corp Del
125
New
N/A
125 $0
Dimensional ETF Trust
28
+ 0.13%
N/A
20.9K $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
17
+ 0.2%
$22.51 - $23.08 $383 - $392
8.37K $190K
Activity Summary
Buys All Purchases 44 New Holdings 5 Increased Positions 39 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bromfield Sneider Wealth Advisors Portfolio

Follow Bromfield Sneider Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bromfield Sneider Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Bromfield Sneider Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email