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  Name: Bromfield Sneider Wealth Advisors
  City: WESTWOOD
  State: MA
  Zip: 02090
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $161,841,000
  Total Value Change : $14,114,000
  Securities Held Change : 5
   
All Securities Held : 104
  New Positions : 5
  Closed Positions : 0
  Increased Positions : 39
  Unchanged Positions : 57
  Decreased Positions : 3

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 1 - $372.50 $31,338,000 91,046 19.36% 2,362,000 -2,162 0.034    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 2 - $542.78 $28,832,000 55,121 17.82% 2,185,000 -941 0.001    Closed - End Fund - E...
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 8 - $0.00 $5,966,000 109,669 3.69% 250,000 -40 0.004    Closed - End Fund - E...

      3 Records Found
  1    
Page 1 of 1
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