Betterment LLC’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173M | Buy |
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|
2025
Q1 | $140M | Buy |
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|
2024
Q4 | $129M | Buy |
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|
2024
Q3 | $124M | Buy |
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|
2024
Q2 | $112M | Buy |
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|
2024
Q1 | $107M | Buy |
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|
2023
Q4 | $97.6M | Sell |
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|
2023
Q3 | $93.5M | Sell |
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|
2023
Q2 | $99.7M | Buy |
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|
2023
Q1 | $83.2M | Buy |
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|
2022
Q4 | $74.8M | Buy |
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|
2022
Q3 | $54.5M | Hold |
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|
2022
Q2 | $54.5M | Sell |
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|
2022
Q1 | $65.9M | Buy |
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|
2021
Q4 | $53.1M | Buy |
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|
2021
Q3 | $43.7M | Buy |
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|
2021
Q2 | $41.2M | Sell |
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|
2021
Q1 | $39.9M | Sell |
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|
2020
Q4 | $39M | Sell |
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|
2020
Q3 | $36.2M | Sell |
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|
2020
Q2 | $33.4M | Sell |
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|
2020
Q1 | $35M | Buy |
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|
2019
Q4 | $13M | Buy |
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|
2019
Q3 | $11.8M | Hold |
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|
2019
Q2 | $11.8M | Buy |
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|
2019
Q1 | $10.6M | Sell |
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|
2018
Q4 | $9.91M | Buy |
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|
2018
Q3 | $5.55M | Sell |
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|
2018
Q2 | $5.48M | Buy |
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|
2018
Q1 | $5.19M | Buy |
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|
2017
Q4 | $305K | Buy |
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|
2017
Q3 | $220K | Buy |
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|
2017
Q2 | $211K | Sell |
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|
2017
Q1 | $206K | Sell |
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|
2016
Q4 | $208K | Sell |
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|
2016
Q3 | $203K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $239K | Buy |
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