BI
Blooom Inc’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $771K | Buy |
696
+292
| +72% | +$323K | 1.46% | 17 |
|
|
2022
Q2 | $836K | Sell |
404
-5,662
| -93% | -$11.7M | 1.44% | 14 |
|
|
2022
Q1 | $864K | Sell |
6,066
-995
| -14% | -$142K | 0.69% | 17 |
|
|
2021
Q4 | $807K | Buy |
7,061
+5,538
| +364% | +$633K | 0.61% | 17 |
|
|
2021
Q3 | $892K | Sell |
1,523
-537
| -26% | -$315K | 0.74% | 17 |
|
|
2021
Q2 | $1.23M | Sell |
2,060
-276
| -12% | -$164K | 0.91% | 11 |
|
|
2021
Q1 | $1.28M | Buy |
2,336
+768
| +49% | +$421K | 1.01% | 11 |
|
|
2020
Q4 | $889K | Buy |
+1,568
| New | +$889K | 0.71% | 13 |
|