Betterment LLC’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
1,831
+68
| +4% | +$9.14K | ﹤0.01% | 463 |
|
|
2025
Q1 | $204K | Sell |
1,763
-393
| -18% | -$45.5K | ﹤0.01% | 456 |
|
|
2024
Q4 | $247K | Sell |
2,156
-1,491
| -41% | -$171K | ﹤0.01% | 412 |
|
|
2024
Q3 | $459K | Sell |
3,647
-859
| -19% | -$108K | ﹤0.01% | 320 |
|
|
2024
Q2 | $529K | Sell |
4,506
-306
| -6% | -$35.9K | ﹤0.01% | 280 |
|
|
2024
Q1 | $562K | Buy |
4,812
+91
| +2% | +$10.6K | ﹤0.01% | 252 |
|
|
2023
Q4 | $543K | Buy |
4,721
+133
| +3% | +$15.3K | ﹤0.01% | 223 |
|
|
2023
Q3 | $487K | Sell |
4,588
-92
| -2% | -$9.77K | ﹤0.01% | 216 |
|
|
2023
Q2 | $517K | Buy |
4,680
+418
| +10% | +$46.2K | ﹤0.01% | 196 |
|
|
2023
Q1 | $466K | Buy |
4,262
+211
| +5% | +$23.1K | ﹤0.01% | 203 |
|
|
2022
Q4 | $416K | Buy |
+4,051
| New | +$416K | ﹤0.01% | 202 |
|
|
2020
Q1 | – | Sell |
-4,624
| Closed | -$514K | – | 121 |
|
|
2019
Q4 | $514K | Sell |
4,624
-1,241
| -21% | -$138K | ﹤0.01% | 93 |
|
|
2019
Q3 | $617K | Hold |
5,865
| – | – | ﹤0.01% | 86 |
|
|
2019
Q2 | $617K | Sell |
5,865
-151
| -3% | -$15.9K | ﹤0.01% | 86 |
|
|
2019
Q1 | $626K | Sell |
6,016
-1,012
| -14% | -$105K | ﹤0.01% | 86 |
|
|
2018
Q4 | $665K | Buy |
7,028
+5,079
| +261% | +$481K | ﹤0.01% | 78 |
|
|
2018
Q3 | $219K | Sell |
1,949
-761
| -28% | -$85.5K | ﹤0.01% | 98 |
|
|
2018
Q2 | $313K | Buy |
2,710
+486
| +22% | +$56.1K | ﹤0.01% | 88 |
|
|
2018
Q1 | $266K | Buy |
+2,224
| New | +$266K | ﹤0.01% | 91 |
|