Betterment LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$67.9M	Buy	605,053 +71,372	+13%	+$8.48M	0.13%	60
2025 Q4	$64.6M	Buy	533,681 +48	+0%	+$5.76K	0.12%	59
2025 Q3	$63.2M	Sell	533,633 -23,978	-4%	-$2.73M	0.12%	58
2025 Q2	$61.1M	Buy	557,611 +48,709	+10%	+$4.91M	0.13%	56
2025 Q1	$49.8M	Buy	508,902 +94,879	+23%	+$9.92M	0.12%	55
2024 Q4	$43.4M	Sell	414,023 -8,494	-2%	-$891K	0.1%	56
2024 Q3	$42.9M	Buy	422,517 +47,781	+13%	+$4.68M	0.1%	58
2024 Q2	$36.2M	Buy	374,736 +15,249	+4%	+$1.41M	0.09%	57
2024 Q1	$33.5M	Sell	359,487 -21,623	-6%	-$1.92M	0.09%	52
2023 Q4	$32.4M	Sell	381,110 -7,063	-2%	-$557K	0.09%	48
2023 Q3	$29.2M	Buy	388,173 +3,236	+0.8%	+$254K	0.09%	48
2023 Q2	$30.2M	Sell	384,937 -4,195,608	-92%	-$309M	0.09%	45
2023 Q1	$32.8M	Buy	4,580,545 +4,123,659	+903%	+$287M	0.11%	43
2022 Q4	$30.1M	Buy	456,886 +48,272	+12%	+$3.22M	0.1%	43
2022 Q3	$27.1M	Hold	408,614	–	–	0.1%	43
2022 Q2	$27.1M	Buy	408,614 +100,976	+33%	+$7.29M	0.1%	43
2022 Q1	$24.9M	Buy	307,638 +65,749	+27%	+$5.29M	0.08%	43
2021 Q4	$21.3M	Buy	241,889 +7,474	+3%	+$639K	0.07%	46
2021 Q3	$18.8M	Sell	234,415 -14,894	-6%	-$1.23M	0.06%	44
2021 Q2	$19.9M	Buy	+249,309	New	+$19.3M	0.07%	42