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BI
Blooom Inc’s
Vanguard Mid-Cap ETF
VO
Stock Holding History
Blooom Inc’s Portfolio
VO Stock Details
VO Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
$317K
Buy
5,200
+204
+4%
+$10.7K
0.6%
28
2022
Q2
$376K
Sell
4,996
-8,384
-63%
-$453K
0.65%
28
2022
Q1
$407K
Buy
13,380
+440
+3%
+$25.8K
0.33%
28
2021
Q4
$433K
Buy
12,940
+7,948
+159%
+$498K
0.33%
26
2021
Q3
$490K
Sell
4,992
-1,488
-23%
-$89.9K
0.41%
24
2021
Q2
$475K
Buy
6,480
+268
+4%
+$15.5K
0.35%
28
2021
Q1
$445K
Buy
6,212
+1,600
+35%
+$86.8K
0.35%
30
2020
Q4
$295K
Buy
+4,612
New
+$223K
0.24%
32
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CWA
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$1.66T AUM
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1-Year Est. Return
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$208B AUM
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1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Northwestern Mutual Wealth Management
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$162B AUM
16.35%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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