BI
Blooom Inc’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $15.5M | Sell |
86,096
-4,151
| -5% | -$745K | 29.35% | 1 |
|
|
2022
Q2 | $17M | Sell |
90,247
-11,082
| -11% | -$2.09M | 29.23% | 1 |
|
|
2022
Q1 | $23.4M | Sell |
101,329
-6,460
| -6% | -$1.49M | 18.75% | 2 |
|
|
2021
Q4 | $26M | Buy |
107,789
+323
| +0.3% | +$78K | 19.58% | 2 |
|
|
2021
Q3 | $23.9M | Sell |
107,466
-2,331
| -2% | -$518K | 19.79% | 2 |
|
|
2021
Q2 | $24.5M | Buy |
109,797
+1,230
| +1% | +$274K | 18.25% | 2 |
|
|
2021
Q1 | $22.4M | Sell |
108,567
-962
| -0.9% | -$198K | 17.56% | 2 |
|
|
2020
Q4 | $21.2M | Buy |
+109,529
| New | +$21.2M | 16.98% | 2 |
|