Betterment LLC’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Sell |
7,176
-682
| -9% | -$77.1K | ﹤0.01% | 291 |
|
|
2025
Q1 | $811K | Sell |
7,858
-230
| -3% | -$23.7K | ﹤0.01% | 281 |
|
|
2024
Q4 | $911K | Sell |
8,088
-264
| -3% | -$29.7K | ﹤0.01% | 260 |
|
|
2024
Q3 | $957K | Sell |
8,352
-106
| -1% | -$12.1K | ﹤0.01% | 243 |
|
|
2024
Q2 | $926K | Sell |
8,458
-194
| -2% | -$21.2K | ﹤0.01% | 229 |
|
|
2024
Q1 | $982K | Sell |
8,652
-220
| -2% | -$25K | ﹤0.01% | 204 |
|
|
2023
Q4 | $871K | Sell |
8,872
-496
| -5% | -$48.7K | ﹤0.01% | 191 |
|
|
2023
Q3 | $846K | Buy |
9,368
+45
| +0.5% | +$4.06K | ﹤0.01% | 180 |
|
|
2023
Q2 | $872K | Sell |
9,323
-443
| -5% | -$41.4K | ﹤0.01% | 160 |
|
|
2023
Q1 | $868K | Sell |
9,766
-854
| -8% | -$75.9K | ﹤0.01% | 163 |
|
|
2022
Q4 | $899K | Sell |
10,620
-1,030
| -9% | -$87.2K | ﹤0.01% | 154 |
|
|
2022
Q3 | $921K | Hold |
11,650
| – | – | ﹤0.01% | 149 |
|
|
2022
Q2 | $921K | Buy |
11,650
+518
| +5% | +$41K | ﹤0.01% | 149 |
|
|
2022
Q1 | $1.07M | Buy |
11,132
+1,682
| +18% | +$162K | ﹤0.01% | 139 |
|
|
2021
Q4 | $999K | Buy |
9,450
+1,596
| +20% | +$169K | ﹤0.01% | 134 |
|
|
2021
Q3 | $773K | Sell |
7,854
-620
| -7% | -$61K | ﹤0.01% | 139 |
|
|
2021
Q2 | $850K | Sell |
8,474
-512
| -6% | -$51.4K | ﹤0.01% | 126 |
|
|
2021
Q1 | $874K | Sell |
8,986
-114
| -1% | -$11.1K | ﹤0.01% | 101 |
|
|
2020
Q4 | $814K | Sell |
9,100
-2,252
| -20% | -$201K | ﹤0.01% | 99 |
|
|
2020
Q3 | $846K | Sell |
11,352
-416
| -4% | -$31K | ﹤0.01% | 86 |
|
|
2020
Q2 | $819K | Sell |
11,768
-3,218
| -21% | -$224K | ﹤0.01% | 86 |
|
|
2020
Q1 | $827K | Buy |
14,986
+10,610
| +242% | +$586K | 0.01% | 85 |
|
|
2019
Q4 | $321K | Sell |
4,376
-22
| -0.5% | -$1.61K | ﹤0.01% | 104 |
|
|
2019
Q3 | $309K | Hold |
4,398
| – | – | ﹤0.01% | 106 |
|
|
2019
Q2 | $309K | Sell |
4,398
-58
| -1% | -$4.08K | ﹤0.01% | 106 |
|
|
2019
Q1 | $302K | Sell |
4,456
-148
| -3% | -$10K | ﹤0.01% | 100 |
|
|
2018
Q4 | $271K | Buy |
+4,604
| New | +$271K | ﹤0.01% | 98 |
|