Betterment LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3M | Buy |
263,024
+14,021
| +6% | +$1.08M | 0.04% | 92 |
|
|
2025
Q1 | $19.1M | Buy |
249,003
+29,302
| +13% | +$2.24M | 0.05% | 86 |
|
|
2024
Q4 | $16.4M | Buy |
219,701
+19,561
| +10% | +$1.46M | 0.04% | 85 |
|
|
2024
Q3 | $15.7M | Buy |
200,140
+14,705
| +8% | +$1.15M | 0.04% | 82 |
|
|
2024
Q2 | $13.9M | Buy |
185,435
+11,514
| +7% | +$862K | 0.04% | 77 |
|
|
2024
Q1 | $13.1M | Buy |
173,921
+6,786
| +4% | +$512K | 0.04% | 73 |
|
|
2023
Q4 | $12.8M | Sell |
167,135
-1,236
| -0.7% | -$94.4K | 0.04% | 62 |
|
|
2023
Q3 | $12.2M | Sell |
168,371
-1,825
| -1% | -$132K | 0.04% | 62 |
|
|
2023
Q2 | $12.8M | Buy |
170,196
+13,942
| +9% | +$1.05M | 0.04% | 61 |
|
|
2023
Q1 | $12M | Buy |
156,254
+2,124
| +1% | +$163K | 0.04% | 61 |
|
|
2022
Q4 | $11.5M | Buy |
154,130
+8,417
| +6% | +$626K | 0.04% | 58 |
|
|
2022
Q3 | $11.3M | Hold |
145,713
| – | – | 0.04% | 59 |
|
|
2022
Q2 | $11.3M | Buy |
145,713
+7,142
| +5% | +$555K | 0.04% | 59 |
|
|
2022
Q1 | $11.3M | Buy |
138,571
+1,233
| +0.9% | +$101K | 0.04% | 59 |
|
|
2021
Q4 | $12M | Buy |
137,338
+7,001
| +5% | +$613K | 0.04% | 58 |
|
|
2021
Q3 | $11.7M | Buy |
130,337
+28,992
| +29% | +$2.59M | 0.04% | 55 |
|
|
2021
Q2 | $9.12M | Buy |
101,345
+10,848
| +12% | +$976K | 0.03% | 59 |
|
|
2021
Q1 | $8.03M | Buy |
90,497
+10,209
| +13% | +$906K | 0.03% | 56 |
|
|
2020
Q4 | $7.46M | Buy |
80,288
+7,294
| +10% | +$677K | 0.03% | 57 |
|
|
2020
Q3 | $6.82M | Buy |
72,994
+13,535
| +23% | +$1.27M | 0.03% | 52 |
|
|
2020
Q2 | $5.54M | Buy |
59,459
+9,822
| +20% | +$915K | 0.03% | 54 |
|
|
2020
Q1 | $4.43M | Buy |
49,637
+5,551
| +13% | +$496K | 0.03% | 57 |
|
|
2019
Q4 | $3.85M | Buy |
44,086
+11,078
| +34% | +$966K | 0.02% | 57 |
|
|
2019
Q3 | $2.86M | Hold |
33,008
| – | – | 0.02% | 65 |
|
|
2019
Q2 | $2.86M | Buy |
33,008
+7,282
| +28% | +$630K | 0.02% | 65 |
|
|
2019
Q1 | $2.16M | Buy |
25,726
+3,327
| +15% | +$279K | 0.01% | 67 |
|
|
2018
Q4 | $1.82M | Buy |
22,399
+3,209
| +17% | +$261K | 0.01% | 67 |
|
|
2018
Q3 | $1.54M | Buy |
19,190
+1,177
| +7% | +$94.7K | 0.01% | 70 |
|
|
2018
Q2 | $1.46M | Buy |
18,013
+265
| +1% | +$21.5K | 0.01% | 66 |
|
|
2018
Q1 | $1.43M | Buy |
17,748
+3,584
| +25% | +$289K | 0.01% | 67 |
|
|
2017
Q4 | $1.19M | Buy |
14,164
+3,454
| +32% | +$289K | 0.01% | 55 |
|
|
2017
Q3 | $907K | Buy |
10,710
+2,370
| +28% | +$201K | 0.01% | 54 |
|
|
2017
Q2 | $705K | Buy |
8,340
+3,339
| +67% | +$282K | 0.01% | 49 |
|
|
2017
Q1 | $418K | Buy |
5,001
+2,470
| +98% | +$206K | 0.01% | 56 |
|
|
2016
Q4 | $210K | Buy |
+2,531
| New | +$210K | ﹤0.01% | 60 |
|