Betterment LLC’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173M | Buy |
303,933
+30,564
| +11% | +$17.4M | 0.37% | 30 |
|
|
2025
Q1 | $140M | Buy |
273,369
+34,584
| +14% | +$17.8M | 0.33% | 31 |
|
|
2024
Q4 | $129M | Buy |
238,785
+3,649
| +2% | +$1.97M | 0.31% | 34 |
|
|
2024
Q3 | $124M | Buy |
235,136
+10,746
| +5% | +$5.67M | 0.3% | 36 |
|
|
2024
Q2 | $112M | Buy |
224,390
+927
| +0.4% | +$464K | 0.29% | 35 |
|
|
2024
Q1 | $107M | Buy |
223,463
+26
| +0% | +$12.5K | 0.29% | 35 |
|
|
2023
Q4 | $97.6M | Sell |
223,437
-14,679
| -6% | -$6.41M | 0.28% | 33 |
|
|
2023
Q3 | $93.5M | Sell |
238,116
-6,752
| -3% | -$2.65M | 0.3% | 33 |
|
|
2023
Q2 | $99.7M | Buy |
244,868
+23,567
| +11% | +$9.6M | 0.31% | 33 |
|
|
2023
Q1 | $83.2M | Buy |
221,301
+8,297
| +4% | +$3.12M | 0.27% | 33 |
|
|
2022
Q4 | $74.8M | Buy |
213,004
+55,943
| +36% | +$19.7M | 0.26% | 33 |
|
|
2022
Q3 | $54.5M | Hold |
157,061
| – | – | 0.19% | 35 |
|
|
2022
Q2 | $54.5M | Sell |
157,061
-1,697
| -1% | -$589K | 0.19% | 35 |
|
|
2022
Q1 | $65.9M | Buy |
158,758
+37,046
| +30% | +$15.4M | 0.21% | 34 |
|
|
2021
Q4 | $53.1M | Buy |
121,712
+10,930
| +10% | +$4.77M | 0.17% | 35 |
|
|
2021
Q3 | $43.7M | Buy |
110,782
+6,047
| +6% | +$2.38M | 0.15% | 35 |
|
|
2021
Q2 | $41.2M | Sell |
104,735
-4,768
| -4% | -$1.88M | 0.14% | 35 |
|
|
2021
Q1 | $39.9M | Sell |
109,503
-3,984
| -4% | -$1.45M | 0.15% | 34 |
|
|
2020
Q4 | $39M | Sell |
113,487
-4,228
| -4% | -$1.45M | 0.16% | 32 |
|
|
2020
Q3 | $36.2M | Sell |
117,715
-244
| -0.2% | -$75.1K | 0.18% | 31 |
|
|
2020
Q2 | $33.4M | Sell |
117,959
-30,007
| -20% | -$8.5M | 0.18% | 31 |
|
|
2020
Q1 | $35M | Buy |
147,966
+103,913
| +236% | +$24.6M | 0.22% | 30 |
|
|
2019
Q4 | $13M | Buy |
44,053
+99
| +0.2% | +$29.3K | 0.07% | 34 |
|
|
2019
Q3 | $11.8M | Hold |
43,954
| – | – | 0.07% | 35 |
|
|
2019
Q2 | $11.8M | Buy |
43,954
+3,193
| +8% | +$859K | 0.07% | 35 |
|
|
2019
Q1 | $10.6M | Sell |
40,761
-2,370
| -5% | -$615K | 0.06% | 34 |
|
|
2018
Q4 | $9.91M | Buy |
43,131
+22,340
| +107% | +$5.13M | 0.07% | 33 |
|
|
2018
Q3 | $5.55M | Sell |
20,791
-1,161
| -5% | -$310K | 0.04% | 37 |
|
|
2018
Q2 | $5.48M | Buy |
21,952
+595
| +3% | +$148K | 0.04% | 37 |
|
|
2018
Q1 | $5.19M | Buy |
21,357
+20,113
| +1,617% | +$4.89M | 0.04% | 37 |
|
|
2017
Q4 | $305K | Buy |
1,244
+291
| +31% | +$71.3K | ﹤0.01% | 83 |
|
|
2017
Q3 | $220K | Buy |
953
+4
| +0.4% | +$923 | ﹤0.01% | 83 |
|
|
2017
Q2 | $211K | Sell |
949
-5
| -0.5% | -$1.11K | ﹤0.01% | 73 |
|
|
2017
Q1 | $206K | Sell |
954
-59
| -6% | -$12.7K | ﹤0.01% | 67 |
|
|
2016
Q4 | $208K | Sell |
1,013
-8
| -0.8% | -$1.64K | ﹤0.01% | 62 |
|
|
2016
Q3 | $203K | Buy |
+1,021
| New | +$203K | ﹤0.01% | 50 |
|
|
2016
Q1 | – | Sell |
-1,277
| Closed | -$239K | – | 38 |
|
|
2015
Q4 | $239K | Buy |
+1,277
| New | +$239K | 0.01% | 37 |
|