Betterment LLC’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Sell |
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|
2025
Q1 | $811K | Sell |
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|
2024
Q4 | $911K | Sell |
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|
2024
Q3 | $957K | Sell |
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|
2024
Q2 | $926K | Sell |
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|
2024
Q1 | $982K | Sell |
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|
2023
Q4 | $871K | Sell |
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|
2023
Q3 | $846K | Buy |
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|
2023
Q2 | $872K | Sell |
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|
2023
Q1 | $868K | Sell |
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|
2022
Q4 | $899K | Sell |
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|
2022
Q3 | $921K | Hold |
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|
2022
Q2 | $921K | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $999K | Buy |
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|
2021
Q3 | $773K | Sell |
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|
2021
Q2 | $850K | Sell |
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|
2021
Q1 | $874K | Sell |
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|
2020
Q4 | $814K | Sell |
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|
2020
Q3 | $846K | Sell |
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|
2020
Q2 | $819K | Sell |
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|
2020
Q1 | $827K | Buy |
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|
2019
Q4 | $321K | Sell |
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|
2019
Q3 | $309K | Hold |
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|
2019
Q2 | $309K | Sell |
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|
2019
Q1 | $302K | Sell |
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|
2018
Q4 | $271K | Buy |
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