Betterment LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$70.2M Sell
2025
Q2
$68.3M Buy
2025
Q1
$35.6M Buy
2024
Q4
$16.4M Buy
2024
Q3
$10.1M Buy
2024
Q2
$5.5M Buy
2024
Q1
$1.96M Buy
2023
Q4
$861K Sell
2023
Q3
$889K Buy
2023
Q2
$504K Buy
2023
Q1
$372K Buy
2022
Q4
$337K Buy
2022
Q1
Sell
2021
Q4
$559K Buy
2021
Q3
$503K Buy
2021
Q2
$493K Buy
2020
Q3
Sell
2020
Q2
$343K Buy