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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,148
Closed -$264K 230
2022
Q1
$264K Buy
3,148
+84
+3% +$7.04K ﹤0.01% 209
2021
Q4
$258K Hold
3,064
﹤0.01% 189
2021
Q3
$244K Buy
+3,064
New +$244K ﹤0.01% 178