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| Name: |
Bromfield Sneider Wealth Advisors |
| City: |
WESTWOOD |
| State: |
MA |
| Zip: |
02090 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
3 |
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Viewing:
Decreased Positions |
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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 |
Vanguard Growth VIPERS |
1 |
- |
$372.50 |
$31,338,000 |
91,046 |
19.36% |
2,362,000 |
-2,162 |
0.034 |
Closed - End Fund - E... |
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SPY |
Standard & Poors Depository... |
2 |
- |
$542.78 |
$28,832,000 |
55,121 |
17.82% |
2,185,000 |
-941 |
0.001 |
Closed - End Fund - E... |
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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... |
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