Blooom Inc’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Blooom Inc’s Portfolio VWO Stock Details VWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$487K	Buy	11,700 +151	+1%	+$6.13K	0.92%	22
2022 Q2	$570K	Sell	11,549 -213	-2%	-$9.2K	0.98%	24
2022 Q1	$625K	Buy	11,762 +34	+0.3%	+$1.64K	0.5%	23
2021 Q4	$602K	Buy	11,728 +581	+5%	+$29.3K	0.45%	22
2021 Q3	$609K	Sell	11,147 -619	-5%	-$32K	0.5%	22
2021 Q2	$670K	Buy	11,766 +4,142	+54%	+$221K	0.5%	23
2021 Q1	$522K	Sell	7,624 -1,449	-16%	-$77.1K	0.41%	26
2020 Q4	$473K	Buy	+9,073	New	+$426K	0.38%	23

Other funds holding VWO

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Blooom Inc's VWO Position: Q3 2022 in Review

Blooom Inc increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.3% in Q3 2022, buying an estimated $6.13K and bringing the position to 11,700 shares worth $487K. The position accounts for 0.92% of the portfolio, ranked #22.

Blooom Inc first reported a position in VWO in Q4 2020 and has held it in 8 quarters since. The position peaked at $670K in Q2 2021. 1,780 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Blooom Inc held 11,700 shares of Vanguard FTSE Emerging Markets ETF worth $487K as of Q3 2022.
Blooom Inc bought 151 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $6.13K.
Vanguard FTSE Emerging Markets ETF made up 0.92% of Blooom Inc's portfolio in Q3 2022, its #22 holding.
Blooom Inc first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 8 quarters since.
Blooom Inc's Vanguard FTSE Emerging Markets ETF position peaked at $670K in Q2 2021.
1,780 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

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