Betterment LLC’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,911
| Closed | -$221K | – | 429 |
|
|
2024
Q2 | $221K | Buy |
+2,911
| New | +$221K | ﹤0.01% | 383 |
|
|
2023
Q4 | – | Sell |
-3,410
| Closed | -$244K | – | 319 |
|
|
2023
Q3 | $244K | Sell |
3,410
-1,482
| -30% | -$106K | ﹤0.01% | 279 |
|
|
2023
Q2 | $384K | Sell |
4,892
-1,708
| -26% | -$134K | ﹤0.01% | 222 |
|
|
2023
Q1 | $526K | Sell |
6,600
-1,894
| -22% | -$151K | ﹤0.01% | 195 |
|
|
2022
Q4 | $643K | Sell |
8,494
-28,653
| -77% | -$2.17M | ﹤0.01% | 171 |
|
|
2022
Q3 | $3.01M | Hold |
37,147
| – | – | 0.01% | 101 |
|
|
2022
Q2 | $3.01M | Sell |
37,147
-8,284
| -18% | -$672K | 0.01% | 101 |
|
|
2022
Q1 | $4.26M | Buy |
45,431
+2,486
| +6% | +$233K | 0.01% | 93 |
|
|
2021
Q4 | $4.55M | Buy |
42,945
+2,587
| +6% | +$274K | 0.01% | 89 |
|
|
2021
Q3 | $4.26M | Sell |
40,358
-315
| -0.8% | -$33.3K | 0.01% | 85 |
|
|
2021
Q2 | $4.35M | Sell |
40,673
-8,905
| -18% | -$952K | 0.01% | 76 |
|
|
2021
Q1 | $5.02M | Sell |
49,578
-27,313
| -36% | -$2.77M | 0.02% | 62 |
|
|
2020
Q4 | $8.54M | Buy |
76,891
+9,880
| +15% | +$1.1M | 0.04% | 53 |
|
|
2020
Q3 | $7.16M | Buy |
67,011
+6,852
| +11% | +$732K | 0.04% | 51 |
|
|
2020
Q2 | $6.39M | Buy |
60,159
+8,694
| +17% | +$924K | 0.03% | 48 |
|
|
2020
Q1 | $5M | Sell |
51,465
-17,363
| -25% | -$1.69M | 0.03% | 52 |
|
|
2019
Q4 | $6.98M | Sell |
68,828
-7,643
| -10% | -$775K | 0.04% | 46 |
|
|
2019
Q3 | $7.41M | Hold |
76,471
| – | – | 0.04% | 42 |
|
|
2019
Q2 | $7.41M | Buy |
76,471
+11,323
| +17% | +$1.1M | 0.04% | 42 |
|
|
2019
Q1 | $5.96M | Buy |
65,148
+5,431
| +9% | +$497K | 0.04% | 44 |
|
|
2018
Q4 | $5.09M | Buy |
59,717
+11,245
| +23% | +$958K | 0.04% | 47 |
|
|
2018
Q3 | $4.27M | Buy |
48,472
+5,606
| +13% | +$493K | 0.03% | 44 |
|
|
2018
Q2 | $3.75M | Buy |
42,866
+3,223
| +8% | +$282K | 0.03% | 44 |
|
|
2018
Q1 | $3.52M | Buy |
39,643
+15,556
| +65% | +$1.38M | 0.03% | 46 |
|
|
2017
Q4 | $2.31M | Buy |
24,087
+13,525
| +128% | +$1.29M | 0.02% | 40 |
|
|
2017
Q3 | $995K | Buy |
10,562
+7,342
| +228% | +$692K | 0.01% | 50 |
|
|
2017
Q2 | $300K | Buy |
+3,220
| New | +$300K | ﹤0.01% | 65 |
|