Betterment LLC’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137M | Buy |
1,854,836
+146,769
| +9% | +$10.8M | 0.29% | 31 |
|
|
2025
Q1 | $125M | Buy |
1,708,067
+28,851
| +2% | +$2.12M | 0.3% | 33 |
|
|
2024
Q4 | $121M | Buy |
1,679,216
+86,538
| +5% | +$6.22M | 0.29% | 37 |
|
|
2024
Q3 | $120M | Buy |
1,592,678
+247,171
| +18% | +$18.6M | 0.29% | 37 |
|
|
2024
Q2 | $96.9M | Sell |
1,345,507
-45,079
| -3% | -$3.25M | 0.25% | 37 |
|
|
2024
Q1 | $101M | Sell |
1,390,586
-83,543
| -6% | -$6.07M | 0.27% | 36 |
|
|
2023
Q4 | $108M | Sell |
1,474,129
-20,075
| -1% | -$1.48M | 0.31% | 32 |
|
|
2023
Q3 | $104M | Buy |
1,494,204
+25,674
| +2% | +$1.79M | 0.33% | 32 |
|
|
2023
Q2 | $107M | Buy |
1,468,530
+26,233
| +2% | +$1.91M | 0.33% | 32 |
|
|
2023
Q1 | $106M | Sell |
1,442,297
-16,220
| -1% | -$1.2M | 0.34% | 32 |
|
|
2022
Q4 | $105M | Sell |
1,458,517
-59,122
| -4% | -$4.25M | 0.36% | 30 |
|
|
2022
Q3 | $114M | Hold |
1,517,639
| – | – | 0.41% | 28 |
|
|
2022
Q2 | $114M | Sell |
1,517,639
-20,420
| -1% | -$1.54M | 0.41% | 28 |
|
|
2022
Q1 | $122M | Sell |
1,538,059
-5,375
| -0.3% | -$428K | 0.39% | 29 |
|
|
2021
Q4 | $131M | Sell |
1,543,434
-37,675
| -2% | -$3.19M | 0.41% | 28 |
|
|
2021
Q3 | $135M | Sell |
1,581,109
-40,787
| -3% | -$3.49M | 0.45% | 28 |
|
|
2021
Q2 | $139M | Sell |
1,621,896
-45,182
| -3% | -$3.88M | 0.47% | 26 |
|
|
2021
Q1 | $141M | Sell |
1,667,078
-65,778
| -4% | -$5.57M | 0.53% | 25 |
|
|
2020
Q4 | $153M | Sell |
1,732,856
-69,885
| -4% | -$6.16M | 0.64% | 23 |
|
|
2020
Q3 | $159M | Sell |
1,802,741
-54,454
| -3% | -$4.8M | 0.78% | 20 |
|
|
2020
Q2 | $164M | Sell |
1,857,195
-67,548
| -4% | -$5.97M | 0.87% | 19 |
|
|
2020
Q1 | $164M | Sell |
1,924,743
-311,116
| -14% | -$26.6M | 1.02% | 22 |
|
|
2019
Q4 | $187M | Sell |
2,235,859
-121,632
| -5% | -$10.2M | 0.97% | 16 |
|
|
2019
Q3 | $196M | Hold |
2,357,491
| – | – | 1.11% | 17 |
|
|
2019
Q2 | $196M | Sell |
2,357,491
-80,494
| -3% | -$6.69M | 1.11% | 17 |
|
|
2019
Q1 | $198M | Sell |
2,437,985
-84,927
| -3% | -$6.89M | 1.2% | 16 |
|
|
2018
Q4 | $200M | Sell |
2,522,912
-154,562
| -6% | -$12.2M | 1.4% | 15 |
|
|
2018
Q3 | $211M | Sell |
2,677,474
-103,854
| -4% | -$8.17M | 1.39% | 17 |
|
|
2018
Q2 | $220M | Sell |
2,781,328
-68,258
| -2% | -$5.41M | 1.56% | 13 |
|
|
2018
Q1 | $225M | Sell |
2,849,586
-192,315
| -6% | -$15.2M | 1.64% | 13 |
|
|
2017
Q4 | $248M | Sell |
3,041,901
-224,302
| -7% | -$18.3M | 2% | 11 |
|
|
2017
Q3 | $268M | Buy |
3,266,203
+360,752
| +12% | +$29.6M | 2.45% | 10 |
|
|
2017
Q2 | $238M | Buy |
2,905,451
+371,748
| +15% | +$30.4M | 2.48% | 10 |
|
|
2017
Q1 | $205M | Buy |
2,533,703
+466,308
| +23% | +$37.8M | 2.47% | 10 |
|
|
2016
Q4 | $167M | Buy |
2,067,395
+327,741
| +19% | +$26.5M | 2.47% | 10 |
|
|
2016
Q3 | $146M | Buy |
1,739,654
+357,449
| +26% | +$30.1M | 2.46% | 11 |
|
|
2016
Q2 | $117M | Buy |
1,382,205
+317,302
| +30% | +$26.7M | 2.38% | 12 |
|
|
2016
Q1 | $88.2M | Buy |
1,064,903
+249,469
| +31% | +$20.7M | 2.19% | 14 |
|
|
2015
Q4 | $65.9M | Buy |
815,434
+188,759
| +30% | +$15.2M | 2.03% | 12 |
|
|
2015
Q3 | $51.3M | Buy |
626,675
+121,053
| +24% | +$9.92M | 1.95% | 13 |
|
|
2015
Q2 | $41.1M | Buy |
505,622
+166,244
| +49% | +$13.5M | 1.77% | 12 |
|
|
2015
Q1 | $28.3M | Buy |
339,378
+129,261
| +62% | +$10.8M | 1.64% | 15 |
|
|
2014
Q4 | $17.3M | Buy |
+210,117
| New | +$17.3M | 1.51% | 16 |
|