Betterment LLC’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
28,319
-422
| -1% | -$42.7K | 0.01% | 190 |
|
|
2025
Q1 | $2.77M | Buy |
28,741
+7,087
| +33% | +$684K | 0.01% | 182 |
|
|
2024
Q4 | $2.3M | Buy |
21,654
+2,205
| +11% | +$234K | 0.01% | 190 |
|
|
2024
Q3 | $2.1M | Buy |
19,449
+391
| +2% | +$42.3K | 0.01% | 182 |
|
|
2024
Q2 | $1.87M | Buy |
19,058
+833
| +5% | +$81.8K | ﹤0.01% | 177 |
|
|
2024
Q1 | $1.85M | Sell |
18,225
-1,368
| -7% | -$139K | 0.01% | 158 |
|
|
2023
Q4 | $1.94M | Buy |
19,593
+5,358
| +38% | +$531K | 0.01% | 133 |
|
|
2023
Q3 | $1.24M | Buy |
14,235
+526
| +4% | +$46K | ﹤0.01% | 143 |
|
|
2023
Q2 | $1.26M | Sell |
13,709
-1,546
| -10% | -$142K | ﹤0.01% | 136 |
|
|
2023
Q1 | $1.35M | Buy |
15,255
+2,419
| +19% | +$215K | ﹤0.01% | 134 |
|
|
2022
Q4 | $1.11M | Sell |
12,836
-3,164
| -20% | -$274K | ﹤0.01% | 143 |
|
|
2022
Q3 | $1.36M | Hold |
16,000
| – | – | ﹤0.01% | 130 |
|
|
2022
Q2 | $1.36M | Buy |
16,000
+2,972
| +23% | +$253K | ﹤0.01% | 130 |
|
|
2022
Q1 | $1.29M | Buy |
13,028
+5,238
| +67% | +$519K | ﹤0.01% | 131 |
|
|
2021
Q4 | $818K | Buy |
7,790
+1,250
| +19% | +$131K | ﹤0.01% | 143 |
|
|
2021
Q3 | $659K | Buy |
6,540
+1,144
| +21% | +$115K | ﹤0.01% | 143 |
|
|
2021
Q2 | $560K | Sell |
5,396
-112
| -2% | -$11.6K | ﹤0.01% | 138 |
|
|
2021
Q1 | $548K | Buy |
5,508
+344
| +7% | +$34.2K | ﹤0.01% | 112 |
|
|
2020
Q4 | $433K | Sell |
5,164
-164
| -3% | -$13.8K | ﹤0.01% | 113 |
|
|
2020
Q3 | $344K | Sell |
5,328
-64
| -1% | -$4.13K | ﹤0.01% | 105 |
|
|
2020
Q2 | $337K | Sell |
5,392
-1,958
| -27% | -$122K | ﹤0.01% | 106 |
|
|
2020
Q1 | $377K | Buy |
7,350
+4,400
| +149% | +$226K | ﹤0.01% | 98 |
|
|
2019
Q4 | $224K | Buy |
+2,950
| New | +$224K | ﹤0.01% | 112 |
|