Betterment LLC’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624M | Sell |
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|
2025
Q1 | $625M | Sell |
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|
2024
Q4 | $703M | Sell |
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|
2024
Q3 | $742M | Sell |
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|
2024
Q2 | $700M | Sell |
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|
2024
Q1 | $818M | Sell |
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|
2023
Q4 | $1.45B | Buy |
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|
2023
Q3 | $1.28B | Buy |
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|
2023
Q2 | $1.31B | Buy |
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|
2023
Q1 | $1.22B | Buy |
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|
2022
Q4 | $1.18B | Buy |
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|
2022
Q3 | $1.09B | Hold |
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|
2022
Q2 | $1.09B | Sell |
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|
2022
Q1 | $1.29B | Sell |
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|
2021
Q4 | $1.31B | Sell |
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|
2021
Q3 | $1.25B | Buy |
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|
2021
Q2 | $1.27B | Buy |
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|
2021
Q1 | $1.19B | Buy |
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|
2020
Q4 | $1.02B | Buy |
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|
2020
Q3 | $789M | Buy |
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|
2020
Q2 | $742M | Buy |
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|
2020
Q1 | $536M | Buy |
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|
2019
Q4 | $790M | Buy |
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|
2019
Q3 | $700M | Hold |
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|
2019
Q2 | $700M | Buy |
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|
2019
Q1 | $658M | Buy |
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|
2018
Q4 | $553M | Buy |
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|
2018
Q3 | $653M | Buy |
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|
2018
Q2 | $590M | Buy |
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|
2018
Q1 | $537M | Buy |
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|
2017
Q4 | $491M | Buy |
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|
2017
Q3 | $383M | Buy |
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|
2017
Q2 | $332M | Buy |
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|
2017
Q1 | $285M | Buy |
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|
2016
Q4 | $239M | Buy |
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|
2016
Q3 | $198M | Buy |
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|
2016
Q2 | $159M | Buy |
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|
2016
Q1 | $127M | Buy |
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|
2015
Q4 | $92.1M | Buy |
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|
2015
Q3 | $72.4M | Buy |
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|
2015
Q2 | $69.5M | Buy |
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|
2015
Q1 | $45.8M | Buy |
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|
2014
Q4 | $24.4M | Buy |
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