Betterment LLC
V icon

Betterment LLC’s Visa V Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
852
-46
-5% -$16.4K ﹤0.01% 428
2025
Q1
$315K Buy
898
+68
+8% +$23.9K ﹤0.01% 398
2024
Q4
$262K Buy
830
+37
+5% +$11.7K ﹤0.01% 406
2024
Q3
$218K Buy
793
+29
+4% +$7.97K ﹤0.01% 411
2024
Q2
$201K Buy
+764
New +$201K ﹤0.01% 391