Betterment LLC
IVOV icon

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

Betterment LLC’s Portfolio IVOV Stock Details IVOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,148
Closed -$264K – 230
2022
Q1 		$264K Buy
3,148
+84
+3% +$6.91K ﹤0.01% 209
2021
Q4 		$258K Hold
3,064
– – ﹤0.01% 189
2021
Q3 		$244K Buy
+3,064
New +$247K ﹤0.01% 178

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RT
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Bank of America
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RIG
Ramiah Investment Group Brookfield, Wisconsin $131M AUM 20.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

Betterment LLC's IVOV Position: Q2 2022 in Review

Betterment LLC sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2022, closing a stake of 3,148 shares — an estimated $264K sold.

Betterment LLC first reported a position in IVOV in Q3 2021 and held it in 3 quarters. The position peaked at $264K in Q1 2022. 102 funds tracked by Wall St. Rank hold IVOV as of Q2 2022.

  • Betterment LLC reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Betterment LLC sold 3,148 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $264K.
  • Betterment LLC first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2021 and held it in 3 quarters.
  • Betterment LLC's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $264K in Q1 2022.
  • 102 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2022.

Based on Betterment LLC's 13F filing for Q2 2022, filed 10 Aug 2022.