13F Filings History of Bromfield Sneider Wealth Advisors

Latest 13F report
Q1 2024 - 10 Apr 2024
Value $
$161,841,342
Signature - Title
Eric Sneider - Vice President
Location
Westwood, MA
Summary
This page shows a list of all the recent 13F filings made by Bromfield Sneider Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bromfield Sneider Wealth Advisors reported 104 stock holdings with total value $161,841,342 as of Q1 2024. Top holdings included VUG, SPY, VCSH, VBK, and SUB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2024 104 $161,841,342 +$6,790,731 -$1,238,542 +$5,552,189 VUG, SPY, VCSH, VBK, SUB 13F-HR 10 Apr 2024, 15:23
Q4 2023 99 $147,727,118 +$4,104,607 -$1,349,228 +$2,755,379 VUG, SPY, VCSH, VBK, SUB 13F-HR 05 Jan 2024, 08:43
Q3 2023 97 $132,769,493 +$12,744,874 -$1,728,631 +$11,016,243 VUG, SPY, VCSH, VBK, SUB 13F-HR 04 Oct 2023, 14:03
Q2 2023 98 $125,936,592 +$1,370,186 -$1,014,880 +$355,306 VUG, SPY, VBK, VCSH, MUB 13F-HR 17 Jul 2023, 15:18
Q1 2023 96 $118,813,052 +$3,610,479 -$234,499 +$3,375,980 VUG, SPY, VCSH, VBK, MUB 13F-HR 06 Apr 2023, 13:54
Q4 2022 94 $107,907,408 +$19,848,669 -$576,940 +$19,271,729 SPY, VUG, VBK, VCSH, MUB 13F-HR 09 Jan 2023, 17:02
Q3 2022 89 $84,558,000 +$6,229,879 -$109,270 +$6,120,609 SPY, VUG, VBK, EFV, VCSH 13F-HR 07 Oct 2022, 15:30
Q2 2022 91 $82,228,000 +$6,358,362 -$2,683,522 +$3,674,840 SPY, VUG, VBK, EFV, VBR 13F-HR 06 Jul 2022, 14:51
Q1 2022 105 $95,252,000 +$5,676,554 -$1,132,019 +$4,544,535 VUG, SPY, VBK, EFV, VBR 13F-HR 12 Apr 2022, 08:38
Q4 2021 27 $98,013,000 $0 $0 $0 VUG, SPY, VBK, EFV, VBR 13F-HR 14 Jan 2022, 11:38