Betterment LLC
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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 $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $17.4B AUM 49.08% 1-Year Est. Return

Betterment LLC's OIH Position: Q3 2024 in Review

Betterment LLC sold out of VanEck Oil Services ETF (OIH) in Q3 2024, closing a stake of 1,815 shares — an estimated $574K sold.

Betterment LLC first reported a position in OIH in Q1 2022 and held it in 10 quarters. The position peaked at $608K in Q3 2023. 219 funds tracked by Wall St. Rank hold OIH as of Q3 2024.

  • Betterment LLC reported no remaining VanEck Oil Services ETF position as of Q3 2024 after selling out during the quarter.
  • Betterment LLC sold 1,815 VanEck Oil Services ETF shares in Q3 2024, an estimated $574K.
  • Betterment LLC first reported a position in VanEck Oil Services ETF in Q1 2022 and held it in 10 quarters.
  • Betterment LLC's VanEck Oil Services ETF position peaked at $608K in Q3 2023.
  • 219 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2024.

Based on Betterment LLC's 13F filing for Q3 2024, filed 14 Nov 2024.