Betterment LLC’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
195,623
+6,694
| +4% | +$466K | 0.03% | 105 |
|
|
2025
Q1 | $13.3M | Sell |
188,929
-483
| -0.3% | -$34K | 0.03% | 94 |
|
|
2024
Q4 | $13M | Buy |
189,412
+18,053
| +11% | +$1.24M | 0.03% | 92 |
|
|
2024
Q3 | $12.9M | Buy |
171,359
+8,228
| +5% | +$618K | 0.03% | 90 |
|
|
2024
Q2 | $11.5M | Buy |
163,131
+3,958
| +2% | +$278K | 0.03% | 84 |
|
|
2024
Q1 | $11.5M | Buy |
159,173
+10,990
| +7% | +$795K | 0.03% | 79 |
|
|
2023
Q4 | $11.1M | Sell |
148,183
-5,332
| -3% | -$398K | 0.03% | 67 |
|
|
2023
Q3 | $10.3M | Buy |
153,515
+19,080
| +14% | +$1.28M | 0.03% | 66 |
|
|
2023
Q2 | $10.1M | Buy |
134,435
+13,719
| +11% | +$1.03M | 0.03% | 68 |
|
|
2023
Q1 | $9.25M | Sell |
120,716
-1,525
| -1% | -$117K | 0.03% | 69 |
|
|
2022
Q4 | $8.86M | Buy |
122,241
+936
| +0.8% | +$67.8K | 0.03% | 66 |
|
|
2022
Q3 | $9.67M | Hold |
121,305
| – | – | 0.03% | 66 |
|
|
2022
Q2 | $9.67M | Buy |
121,305
+2,365
| +2% | +$189K | 0.03% | 66 |
|
|
2022
Q1 | $10.9M | Buy |
118,940
+3,278
| +3% | +$301K | 0.03% | 61 |
|
|
2021
Q4 | $11.9M | Buy |
115,662
+9,940
| +9% | +$1.02M | 0.04% | 59 |
|
|
2021
Q3 | $10.8M | Buy |
105,722
+12,537
| +13% | +$1.28M | 0.04% | 58 |
|
|
2021
Q2 | $9.6M | Buy |
93,185
+3,976
| +4% | +$410K | 0.03% | 56 |
|
|
2021
Q1 | $8.76M | Buy |
89,209
+16,700
| +23% | +$1.64M | 0.03% | 54 |
|
|
2020
Q4 | $7.95M | Buy |
72,509
+8,181
| +13% | +$897K | 0.03% | 54 |
|
|
2020
Q3 | $7.19M | Buy |
64,328
+13,358
| +26% | +$1.49M | 0.04% | 50 |
|
|
2020
Q2 | $5.69M | Buy |
50,970
+8,332
| +20% | +$930K | 0.03% | 52 |
|
|
2020
Q1 | $4.55M | Buy |
42,638
+5,511
| +15% | +$588K | 0.03% | 55 |
|
|
2019
Q4 | $3.73M | Buy |
37,127
+11,110
| +43% | +$1.11M | 0.02% | 58 |
|
|
2019
Q3 | $2.53M | Hold |
26,017
| – | – | 0.01% | 68 |
|
|
2019
Q2 | $2.53M | Buy |
26,017
+5,010
| +24% | +$486K | 0.01% | 68 |
|
|
2019
Q1 | $1.94M | Buy |
21,007
+3,016
| +17% | +$278K | 0.01% | 69 |
|
|
2018
Q4 | $1.57M | Buy |
17,991
+2,582
| +17% | +$226K | 0.01% | 70 |
|
|
2018
Q3 | $1.35M | Buy |
15,409
+450
| +3% | +$39.3K | 0.01% | 71 |
|
|
2018
Q2 | $1.33M | Buy |
14,959
+397
| +3% | +$35.2K | 0.01% | 68 |
|
|
2018
Q1 | $1.29M | Buy |
14,562
+3,654
| +33% | +$324K | 0.01% | 68 |
|
|
2017
Q4 | $1.04M | Buy |
10,908
+2,734
| +33% | +$260K | 0.01% | 60 |
|
|
2017
Q3 | $766K | Buy |
8,174
+2,010
| +33% | +$188K | 0.01% | 61 |
|
|
2017
Q2 | $574K | Buy |
6,164
+2,574
| +72% | +$240K | 0.01% | 55 |
|
|
2017
Q1 | $323K | Buy |
+3,590
| New | +$323K | ﹤0.01% | 61 |
|