Blooom Inc’s Vanguard S&P 500 ETF VOO Stock Holding History

Blooom Inc’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$771K	Buy	696 +292	+72%	+$107K	1.46%	17
2022 Q2	$836K	Sell	404 -5,662	-93%	-$2.13M	1.44%	14
2022 Q1	$864K	Sell	6,066 -995	-14%	-$407K	0.69%	17
2021 Q4	$807K	Buy	7,061 +5,538	+364%	+$2.34M	0.61%	17
2021 Q3	$892K	Sell	1,523 -537	-26%	-$218K	0.74%	17
2021 Q2	$1.23M	Sell	2,060 -276	-12%	-$106K	0.91%	11
2021 Q1	$1.28M	Buy	2,336 +768	+49%	+$272K	1.01%	11
2020 Q4	$889K	Buy	+1,568	New	+$511K	0.71%	13

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Blooom Inc's VOO Position: Q3 2022 in Review

Blooom Inc increased its Vanguard S&P 500 ETF (VOO) stake by 72% in Q3 2022, buying an estimated $107K and bringing the position to 696 shares worth $771K. The position accounts for 1.46% of the portfolio, ranked #17.

Blooom Inc first reported a position in VOO in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.28M in Q1 2021. 2,067 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

Blooom Inc held 696 shares of Vanguard S&P 500 ETF worth $771K as of Q3 2022.
Blooom Inc bought 292 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $107K.
Vanguard S&P 500 ETF made up 1.46% of Blooom Inc's portfolio in Q3 2022, its #17 holding.
Blooom Inc first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 8 quarters since.
Blooom Inc's Vanguard S&P 500 ETF position peaked at $1.28M in Q1 2021.
2,067 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

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