Betterment LLC’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,809
| Closed | -$214K | – | 471 |
|
|
2024
Q4 | $214K | Buy |
+1,809
| New | +$214K | ﹤0.01% | 432 |
|
|
2024
Q2 | – | Sell |
-2,268
| Closed | -$232K | – | 405 |
|
|
2024
Q1 | $232K | Buy |
+2,268
| New | +$232K | ﹤0.01% | 340 |
|
|
2018
Q4 | – | Sell |
-2,967
| Closed | -$206K | – | 105 |
|
|
2018
Q3 | $206K | Sell |
2,967
-17
| -0.6% | -$1.18K | ﹤0.01% | 99 |
|
|
2018
Q2 | $201K | Sell |
2,984
-12
| -0.4% | -$808 | ﹤0.01% | 94 |
|
|
2018
Q1 | $207K | Sell |
2,996
-4
| -0.1% | -$276 | ﹤0.01% | 92 |
|
|
2017
Q4 | $210K | Sell |
3,000
-216
| -7% | -$15.1K | ﹤0.01% | 88 |
|
|
2017
Q3 | $210K | Sell |
3,216
-28
| -0.9% | -$1.83K | ﹤0.01% | 84 |
|
|
2017
Q2 | $203K | Buy |
+3,244
| New | +$203K | ﹤0.01% | 74 |
|