Betterment LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.1M | Buy |
557,611
+48,709
| +10% | +$5.34M | 0.13% | 56 |
|
|
2025
Q1 | $49.8M | Buy |
508,902
+94,879
| +23% | +$9.29M | 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% | +$4.86M | 0.1% | 58 |
|
|
2024
Q2 | $36.2M | Buy |
374,736
+15,249
| +4% | +$1.47M | 0.09% | 57 |
|
|
2024
Q1 | $33.5M | Sell |
359,487
-21,623
| -6% | -$2.02M | 0.09% | 52 |
|
|
2023
Q4 | $32.4M | Sell |
381,110
-7,063
| -2% | -$601K | 0.09% | 48 |
|
|
2023
Q3 | $29.2M | Buy |
388,173
+3,236
| +0.8% | +$243K | 0.09% | 48 |
|
|
2023
Q2 | $30.2M | Sell |
384,937
-4,195,608
| -92% | -$329M | 0.09% | 45 |
|
|
2023
Q1 | $32.8M | Buy |
4,580,545
+4,123,659
| +903% | +$29.6M | 0.11% | 43 |
|
|
2022
Q4 | $30.1M | Buy |
456,886
+48,272
| +12% | +$3.18M | 0.1% | 43 |
|
|
2022
Q3 | $27.1M | Hold |
408,614
| – | – | 0.1% | 43 |
|
|
2022
Q2 | $27.1M | Buy |
408,614
+100,976
| +33% | +$6.7M | 0.1% | 43 |
|
|
2022
Q1 | $24.9M | Buy |
307,638
+65,749
| +27% | +$5.33M | 0.08% | 43 |
|
|
2021
Q4 | $21.3M | Buy |
241,889
+7,474
| +3% | +$657K | 0.07% | 46 |
|
|
2021
Q3 | $18.8M | Sell |
234,415
-14,894
| -6% | -$1.19M | 0.06% | 44 |
|
|
2021
Q2 | $19.9M | Buy |
+249,309
| New | +$19.9M | 0.07% | 42 |
|