Betterment LLC’s SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,992
| Closed | -$283K | – | 291 |
|
|
2023
Q1 | $283K | Buy |
1,992
+48
| +2% | +$6.82K | ﹤0.01% | 235 |
|
|
2022
Q4 | $272K | Sell |
1,944
-122
| -6% | -$17.1K | ﹤0.01% | 229 |
|
|
2022
Q3 | $277K | Hold |
2,066
| – | – | ﹤0.01% | 209 |
|
|
2022
Q2 | $277K | Buy |
2,066
+192
| +10% | +$25.7K | ﹤0.01% | 209 |
|
|
2022
Q1 | $290K | Buy |
+1,874
| New | +$290K | ﹤0.01% | 200 |
|