Betterment LLC
OIH icon

Betterment LLC’s VanEck Oil Services ETF OIH Stock Holding History

Betterment LLC’s Portfolio OIH Stock Details OIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,815
Closed -$574K – 427
2024
Q2 		$574K Buy
1,815
+30
+2% +$9.61K ﹤0.01% 272
2024
Q1 		$600K Buy
1,785
+50
+3% +$15.2K ﹤0.01% 242
2023
Q4 		$537K Sell
1,735
-28
-2% -$8.99K ﹤0.01% 227
2023
Q3 		$608K Sell
1,763
-40
-2% -$13.5K ﹤0.01% 204
2023
Q2 		$519K Buy
1,803
+90
+5% +$24.4K ﹤0.01% 195
2023
Q1 		$475K Buy
1,713
+14
+0.8% +$4.28K ﹤0.01% 200
2022
Q4 		$517K Sell
1,699
-24
-1% -$6.87K ﹤0.01% 183
2022
Q3 		$401K Hold
1,723
– – ﹤0.01% 191
2022
Q2 		$401K Buy
1,723
+131
+8% +$35.9K ﹤0.01% 191
2022
Q1 		$450K Buy
+1,592
New +$391K ﹤0.01% 179

Other funds holding OIH

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return