Betterment LLC
VRIG icon

Betterment LLC’s Invesco Variable Rate Investment Grade ETF VRIG Stock Holding History

Betterment LLC’s Portfolio VRIG Stock Details VRIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$959K Sell
38,313
-12,025
-24% -$302K ﹤0.01% 330
2025
Q4 		$1.26M Buy
50,338
+431
+0.9% +$10.8K ﹤0.01% 277
2025
Q3 		$1.25M Buy
49,907
+3,561
+8% +$89.4K ﹤0.01% 274
2025
Q2 		$1.16M Buy
46,346
+54
+0.1% +$1.35K ﹤0.01% 264
2025
Q1 		$1.16M Buy
46,292
+4,066
+10% +$102K ﹤0.01% 243
2024
Q4 		$1.06M Buy
42,226
+867
+2% +$21.8K ﹤0.01% 245
2024
Q3 		$1.04M Buy
41,359
+5,774
+16% +$145K ﹤0.01% 234
2024
Q2 		$895K Buy
+35,585
New +$895K ﹤0.01% 232

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FP
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Stifel Financial
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HA
Harfst & Associates Sheridan, Wyoming $560M AUM 17.69% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $230M AUM 28.91% 1-Year Est. Return