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Blooom Inc’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Blooom Inc’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$563K Sell
11,077
-393
-3% -$16K 1.07% 20
2022
Q2 		$707K Buy
11,470
+744
+7% +$33.1K 1.21% 18
2022
Q1 		$704K Buy
10,726
+588
+6% +$28.6K 0.56% 20
2021
Q4 		$735K Sell
10,138
-28
-0.3% -$1.44K 0.55% 20
2021
Q3 		$917K Sell
10,166
-3,352
-25% -$174K 0.76% 15
2021
Q2 		$1.08M Buy
13,518
+3,042
+29% +$157K 0.8% 16
2021
Q1 		$963K Buy
10,476
+1,449
+16% +$70.8K 0.75% 15
2020
Q4 		$770K Buy
+9,027
New +$397K 0.62% 18

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Blooom Inc's VEA Position: Q3 2022 in Review

Blooom Inc reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.4% in Q3 2022, selling an estimated $16K and leaving 11,077 shares worth $563K. The position accounts for 1.07% of the portfolio, ranked #20.

Blooom Inc first reported a position in VEA in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.08M in Q2 2021. 1,720 funds tracked by Wall St. Rank hold VEA as of Q3 2022.

  • Blooom Inc held 11,077 shares of Vanguard FTSE Developed Markets ETF worth $563K as of Q3 2022.
  • Blooom Inc sold 393 Vanguard FTSE Developed Markets ETF shares in Q3 2022, an estimated $16K.
  • Vanguard FTSE Developed Markets ETF made up 1.07% of Blooom Inc's portfolio in Q3 2022, its #20 holding.
  • Blooom Inc first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 8 quarters since.
  • Blooom Inc's Vanguard FTSE Developed Markets ETF position peaked at $1.08M in Q2 2021.
  • 1,720 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.