Betterment LLC’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.9M | Buy |
244,160
+83,985
| +52% | +$19.9M | 0.12% | 57 |
|
|
2025
Q1 | $35.5M | Buy |
160,175
+14,875
| +10% | +$3.3M | 0.08% | 69 |
|
|
2024
Q4 | $34.9M | Sell |
145,300
-3,928
| -3% | -$944K | 0.08% | 64 |
|
|
2024
Q3 | $35.4M | Buy |
149,228
+5,647
| +4% | +$1.34M | 0.08% | 61 |
|
|
2024
Q2 | $31.3M | Buy |
143,581
+3,604
| +3% | +$786K | 0.08% | 59 |
|
|
2024
Q1 | $32M | Buy |
139,977
+4,741
| +4% | +$1.08M | 0.09% | 54 |
|
|
2023
Q4 | $28.9M | Buy |
135,236
+1,890
| +1% | +$403K | 0.08% | 49 |
|
|
2023
Q3 | $25.2M | Buy |
133,346
+3,756
| +3% | +$710K | 0.08% | 50 |
|
|
2023
Q2 | $25.8M | Buy |
129,590
+8,230
| +7% | +$1.64M | 0.08% | 47 |
|
|
2023
Q1 | $23M | Buy |
121,360
+3,394
| +3% | +$643K | 0.07% | 49 |
|
|
2022
Q4 | $21.7M | Buy |
117,966
+31,837
| +37% | +$5.84M | 0.07% | 50 |
|
|
2022
Q3 | $15.2M | Hold |
86,129
| – | – | 0.05% | 50 |
|
|
2022
Q2 | $15.2M | Sell |
86,129
-2,830
| -3% | -$498K | 0.05% | 50 |
|
|
2022
Q1 | $18.9M | Buy |
88,959
+9,194
| +12% | +$1.95M | 0.06% | 49 |
|
|
2021
Q4 | $18M | Buy |
79,765
+5,082
| +7% | +$1.15M | 0.06% | 49 |
|
|
2021
Q3 | $16.3M | Buy |
74,683
+11,999
| +19% | +$2.62M | 0.05% | 48 |
|
|
2021
Q2 | $14.1M | Buy |
62,684
+7,541
| +14% | +$1.7M | 0.05% | 52 |
|
|
2021
Q1 | $11.8M | Buy |
55,143
+7,735
| +16% | +$1.66M | 0.04% | 47 |
|
|
2020
Q4 | $9.23M | Buy |
47,408
+3,364
| +8% | +$655K | 0.04% | 51 |
|
|
2020
Q3 | $6.77M | Buy |
44,044
+5,195
| +13% | +$799K | 0.03% | 53 |
|
|
2020
Q2 | $5.66M | Sell |
38,849
-8,725
| -18% | -$1.27M | 0.03% | 53 |
|
|
2020
Q1 | $5.49M | Buy |
47,574
+19,387
| +69% | +$2.24M | 0.03% | 51 |
|
|
2019
Q4 | $4.67M | Buy |
28,187
+3,819
| +16% | +$633K | 0.02% | 49 |
|
|
2019
Q3 | $3.82M | Hold |
24,368
| – | – | 0.02% | 55 |
|
|
2019
Q2 | $3.82M | Buy |
24,368
+770
| +3% | +$121K | 0.02% | 55 |
|
|
2019
Q1 | $3.61M | Buy |
23,598
+1,687
| +8% | +$258K | 0.02% | 56 |
|
|
2018
Q4 | $2.89M | Buy |
21,911
+2,935
| +15% | +$387K | 0.02% | 58 |
|
|
2018
Q3 | $3.09M | Buy |
18,976
+232
| +1% | +$37.7K | 0.02% | 53 |
|
|
2018
Q2 | $2.92M | Sell |
18,744
-137
| -0.7% | -$21.3K | 0.02% | 50 |
|
|
2018
Q1 | $2.78M | Buy |
18,881
+5,781
| +44% | +$852K | 0.02% | 50 |
|
|
2017
Q4 | $1.94M | Buy |
13,100
+1,090
| +9% | +$161K | 0.02% | 43 |
|
|
2017
Q3 | $1.7M | Buy |
12,010
+5,209
| +77% | +$736K | 0.02% | 43 |
|
|
2017
Q2 | $922K | Buy |
6,801
+1,721
| +34% | +$233K | 0.01% | 45 |
|
|
2017
Q1 | $677K | Buy |
5,080
+2,294
| +82% | +$306K | 0.01% | 47 |
|
|
2016
Q4 | $359K | Buy |
+2,786
| New | +$359K | 0.01% | 53 |
|