Betterment LLC’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.3M | Buy |
244,121
+106,402
| +77% | +$29.8M | 0.15% | 52 |
|
|
2025
Q1 | $35.6M | Buy |
137,719
+75,691
| +122% | +$19.6M | 0.08% | 68 |
|
|
2024
Q4 | $16.4M | Buy |
62,028
+23,689
| +62% | +$6.26M | 0.04% | 86 |
|
|
2024
Q3 | $10.1M | Buy |
38,339
+15,623
| +69% | +$4.12M | 0.02% | 99 |
|
|
2024
Q2 | $5.5M | Buy |
22,716
+14,878
| +190% | +$3.6M | 0.01% | 115 |
|
|
2024
Q1 | $1.96M | Buy |
7,838
+4,136
| +112% | +$1.03M | 0.01% | 151 |
|
|
2023
Q4 | $861K | Sell |
3,702
-565
| -13% | -$131K | ﹤0.01% | 194 |
|
|
2023
Q3 | $889K | Buy |
4,267
+1,979
| +86% | +$412K | ﹤0.01% | 177 |
|
|
2023
Q2 | $504K | Buy |
2,288
+523
| +30% | +$115K | ﹤0.01% | 200 |
|
|
2023
Q1 | $372K | Buy |
1,765
+111
| +7% | +$23.4K | ﹤0.01% | 218 |
|
|
2022
Q4 | $337K | Buy |
+1,654
| New | +$337K | ﹤0.01% | 218 |
|
|
2022
Q1 | – | Sell |
-2,194
| Closed | -$559K | – | 230 |
|
|
2021
Q4 | $559K | Buy |
2,194
+69
| +3% | +$17.6K | ﹤0.01% | 157 |
|
|
2021
Q3 | $503K | Buy |
2,125
+49
| +2% | +$11.6K | ﹤0.01% | 152 |
|
|
2021
Q2 | $493K | Buy |
+2,076
| New | +$493K | ﹤0.01% | 142 |
|
|
2020
Q3 | – | Sell |
-2,091
| Closed | -$343K | – | 117 |
|
|
2020
Q2 | $343K | Buy |
+2,091
| New | +$343K | ﹤0.01% | 105 |
|