Betterment LLC’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Buy |
143,685
+10,568
| +8% | +$2.16M | 0.06% | 78 |
|
|
2025
Q1 | $25.8M | Buy |
133,117
+8,641
| +7% | +$1.68M | 0.06% | 74 |
|
|
2024
Q4 | $24.4M | Buy |
124,476
+20,917
| +20% | +$4.1M | 0.06% | 71 |
|
|
2024
Q3 | $20.5M | Buy |
103,559
+9,968
| +11% | +$1.97M | 0.05% | 75 |
|
|
2024
Q2 | $17.1M | Buy |
93,591
+11,850
| +14% | +$2.16M | 0.04% | 73 |
|
|
2024
Q1 | $14.9M | Buy |
81,741
+44,768
| +121% | +$8.18M | 0.04% | 70 |
|
|
2023
Q4 | $6.3M | Buy |
36,973
+23,754
| +180% | +$4.05M | 0.02% | 91 |
|
|
2023
Q3 | $2.05M | Buy |
13,219
+887
| +7% | +$138K | 0.01% | 122 |
|
|
2023
Q2 | $2M | Sell |
12,332
-601
| -5% | -$97.6K | 0.01% | 119 |
|
|
2023
Q1 | $1.99M | Buy |
12,933
+1,535
| +13% | +$236K | 0.01% | 124 |
|
|
2022
Q4 | $1.73M | Buy |
11,398
+731
| +7% | +$111K | 0.01% | 125 |
|
|
2022
Q3 | $1.53M | Hold |
10,667
| – | – | 0.01% | 124 |
|
|
2022
Q2 | $1.53M | Buy |
10,667
+2,041
| +24% | +$293K | 0.01% | 124 |
|
|
2022
Q1 | $1.4M | Buy |
8,626
+1,563
| +22% | +$253K | ﹤0.01% | 127 |
|
|
2021
Q4 | $1.21M | Buy |
7,063
+2,511
| +55% | +$431K | ﹤0.01% | 131 |
|
|
2021
Q3 | $699K | Buy |
4,552
+350
| +8% | +$53.7K | ﹤0.01% | 141 |
|
|
2021
Q2 | $650K | Sell |
4,202
-166
| -4% | -$25.7K | ﹤0.01% | 132 |
|
|
2021
Q1 | $642K | Buy |
4,368
+478
| +12% | +$70.3K | ﹤0.01% | 107 |
|
|
2020
Q4 | $549K | Buy |
3,890
+92
| +2% | +$13K | ﹤0.01% | 108 |
|
|
2020
Q3 | $489K | Buy |
3,798
+2,029
| +115% | +$261K | ﹤0.01% | 96 |
|
|
2020
Q2 | $207K | Buy |
+1,769
| New | +$207K | ﹤0.01% | 114 |
|
|
2020
Q1 | – | Sell |
-2,787
| Closed | -$347K | – | 120 |
|
|
2019
Q4 | $347K | Buy |
2,787
+62
| +2% | +$7.72K | ﹤0.01% | 100 |
|
|
2019
Q3 | $314K | Hold |
2,725
| – | – | ﹤0.01% | 105 |
|
|
2019
Q2 | $314K | Buy |
2,725
+849
| +45% | +$97.8K | ﹤0.01% | 105 |
|
|
2019
Q1 | $206K | Buy |
+1,876
| New | +$206K | ﹤0.01% | 108 |
|
|
2015
Q1 | – | Sell |
-225
| Closed | -$18K | – | 38 |
|
|
2014
Q4 | $18K | Buy |
+225
| New | +$18K | ﹤0.01% | 33 |
|