Betterment LLC
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Betterment LLC’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Betterment LLC’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$558K Sell
5,319
-1,142
-18% -$120K ﹤0.01% 342
2025
Q1 		$638K Buy
6,461
+4,344
+205% +$429K ﹤0.01% 306
2024
Q4 		$223K Buy
+2,117
New +$223K ﹤0.01% 428