Betterment LLC’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.7M | Sell |
312,731
-217
| -0.1% | -$10.2K | 0.03% | 115 |
|
|
2025
Q4 | $14.7M | Buy |
312,948
+10,989
| +4% | +$518K | 0.03% | 110 |
|
|
2025
Q3 | $14.2M | Buy |
301,959
+10,971
| +4% | +$509K | 0.03% | 108 |
|
|
2025
Q2 | $13.5M | Buy |
290,988
+8,510
| +3% | +$389K | 0.03% | 106 |
|
|
2025
Q1 | $13.1M | Buy |
282,478
+9,719
| +4% | +$444K | 0.03% | 97 |
|
|
2024
Q4 | $12.4M | Buy |
272,759
+13,212
| +5% | +$608K | 0.03% | 96 |
|
|
2024
Q3 | $12.3M | Buy |
259,547
+26,181
| +11% | +$1.22M | 0.03% | 92 |
|
|
2024
Q2 | $10.6M | Buy |
233,366
+3,505
| +2% | +$158K | 0.03% | 90 |
|
|
2024
Q1 | $10.5M | Buy |
229,861
+10,527
| +5% | +$480K | 0.03% | 82 |
|
|
2023
Q4 | $10.2M | Sell |
219,334
-9,533
| -4% | -$421K | 0.03% | 71 |
|
|
2023
Q3 | $10M | Buy |
228,867
+9,748
| +4% | +$439K | 0.03% | 67 |
|
|
2023
Q2 | $10.1M | Buy |
219,119
+12,881
| +6% | +$596K | 0.03% | 67 |
|
|
2023
Q1 | $9.6M | Buy |
206,238
+422
| +0.2% | +$19.6K | 0.03% | 65 |
|
|
2022
Q4 | $9.37M | Buy |
205,816
+19,732
| +11% | +$893K | 0.03% | 65 |
|
|
2022
Q3 | $8.9M | Hold |
186,084
| – | – | 0.03% | 68 |
|
|
2022
Q2 | $8.9M | Buy |
186,084
+1,807
| +1% | +$87K | 0.03% | 68 |
|
|
2022
Q1 | $9.23M | Sell |
184,277
-13,427
| -7% | -$689K | 0.03% | 68 |
|
|
2021
Q4 | $10.4M | Sell |
197,704
-5,646
| -3% | -$299K | 0.03% | 61 |
|
|
2021
Q3 | $10.8M | Buy |
203,350
+24,560
| +14% | +$1.31M | 0.04% | 57 |
|
|
2021
Q2 | $9.54M | Buy |
178,790
+9,330
| +6% | +$499K | 0.03% | 57 |
|
|
2021
Q1 | $9.04M | Buy |
169,460
+25,543
| +18% | +$1.37M | 0.03% | 52 |
|
|
2020
Q4 | $7.78M | Buy |
143,917
+9,498
| +7% | +$514K | 0.03% | 55 |
|
|
2020
Q3 | $7.29M | Buy |
134,419
+21,091
| +19% | +$1.15M | 0.04% | 49 |
|
|
2020
Q2 | $6.16M | Buy |
113,328
+28,106
| +33% | +$1.53M | 0.03% | 49 |
|
|
2020
Q1 | $4.64M | Buy |
85,222
+8,628
| +11% | +$461K | 0.03% | 54 |
|
|
2019
Q4 | $4.07M | Buy |
76,594
+20,621
| +37% | +$1.1M | 0.02% | 53 |
|
|
2019
Q3 | $2.96M | Hold |
55,973
| – | – | 0.02% | 63 |
|
|
2019
Q2 | $2.96M | Buy |
55,973
+10,759
| +24% | +$563K | 0.02% | 63 |
|
|
2019
Q1 | $2.37M | Buy |
45,214
+6,256
| +16% | +$324K | 0.01% | 66 |
|
|
2018
Q4 | $2.01M | Buy |
38,958
+7,458
| +24% | +$379K | 0.01% | 65 |
|
|
2018
Q3 | $1.61M | Buy |
31,500
+2,564
| +9% | +$131K | 0.01% | 69 |
|
|
2018
Q2 | $1.49M | Buy |
28,936
+487
| +2% | +$25K | 0.01% | 65 |
|
|
2018
Q1 | $1.46M | Buy |
28,449
+5,958
| +26% | +$308K | 0.01% | 66 |
|
|
2017
Q4 | $1.18M | Buy |
22,491
+5,441
| +32% | +$286K | 0.01% | 56 |
|
|
2017
Q3 | $900K | Buy |
17,050
+3,501
| +26% | +$185K | 0.01% | 55 |
|
|
2017
Q2 | $713K | Buy |
13,549
+5,637
| +71% | +$297K | 0.01% | 48 |
|
|
2017
Q1 | $416K | Buy |
7,912
+3,922
| +98% | +$205K | 0.01% | 57 |
|
|
2016
Q4 | $209K | Buy |
+3,990
| New | +$212K | ﹤0.01% | 61 |
|
Other funds holding VMBS
MG
