Betterment LLC’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Buy |
8,656
+2,259
| +35% | +$193K | ﹤0.01% | 304 |
|
|
2025
Q1 | $537K | Buy |
6,397
+941
| +17% | +$79K | ﹤0.01% | 329 |
|
|
2024
Q4 | $509K | Buy |
5,456
+594
| +12% | +$55.4K | ﹤0.01% | 322 |
|
|
2024
Q3 | $450K | Buy |
4,862
+553
| +13% | +$51.2K | ﹤0.01% | 322 |
|
|
2024
Q2 | $361K | Buy |
4,309
+1,094
| +34% | +$91.7K | ﹤0.01% | 322 |
|
|
2024
Q1 | $284K | Sell |
3,215
-1,233
| -28% | -$109K | ﹤0.01% | 317 |
|
|
2023
Q4 | $394K | Buy |
+4,448
| New | +$394K | ﹤0.01% | 249 |
|