Betterment LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Buy |
482,841
+376,949
| +356% | +$18.5M | 0.05% | 86 |
|
|
2025
Q1 | $5.25M | Buy |
105,892
+36,812
| +53% | +$1.83M | 0.01% | 144 |
|
|
2024
Q4 | $3.46M | Buy |
69,080
+29,366
| +74% | +$1.47M | 0.01% | 159 |
|
|
2024
Q3 | $2.03M | Buy |
39,714
+5,660
| +17% | +$289K | ﹤0.01% | 184 |
|
|
2024
Q2 | $1.71M | Buy |
34,054
+3,899
| +13% | +$195K | ﹤0.01% | 183 |
|
|
2024
Q1 | $1.53M | Buy |
30,155
+7,999
| +36% | +$405K | ﹤0.01% | 174 |
|
|
2023
Q4 | $1.13M | Buy |
22,156
+597
| +3% | +$30.5K | ﹤0.01% | 167 |
|
|
2023
Q3 | $1.04M | Sell |
21,559
-5,125
| -19% | -$247K | ﹤0.01% | 159 |
|
|
2023
Q2 | $1.34M | Buy |
26,684
+4,658
| +21% | +$234K | ﹤0.01% | 131 |
|
|
2023
Q1 | $1.12M | Buy |
22,026
+6,632
| +43% | +$336K | ﹤0.01% | 145 |
|
|
2022
Q4 | $762K | Sell |
15,394
-14,067
| -48% | -$696K | ﹤0.01% | 163 |
|
|
2022
Q3 | $1.47M | Hold |
29,461
| – | – | 0.01% | 127 |
|
|
2022
Q2 | $1.47M | Buy |
29,461
+1,632
| +6% | +$81.5K | 0.01% | 127 |
|
|
2022
Q1 | $1.44M | Buy |
27,829
+2,361
| +9% | +$122K | ﹤0.01% | 125 |
|
|
2021
Q4 | $1.4M | Buy |
25,468
+1,287
| +5% | +$70.6K | ﹤0.01% | 125 |
|
|
2021
Q3 | $1.32M | Buy |
24,181
+838
| +4% | +$45.9K | ﹤0.01% | 122 |
|
|
2021
Q2 | $1.29M | Sell |
23,343
-31
| -0.1% | -$1.71K | ﹤0.01% | 115 |
|
|
2021
Q1 | $1.28M | Buy |
23,374
+4,760
| +26% | +$260K | ﹤0.01% | 95 |
|
|
2020
Q4 | $1.03M | Buy |
18,614
+848
| +5% | +$46.8K | ﹤0.01% | 96 |
|
|
2020
Q3 | $967K | Sell |
17,766
-355
| -2% | -$19.3K | ﹤0.01% | 83 |
|
|
2020
Q2 | $981K | Buy |
18,121
+312
| +2% | +$16.9K | 0.01% | 82 |
|
|
2020
Q1 | $942K | Sell |
17,809
-1,013
| -5% | -$53.6K | 0.01% | 81 |
|
|
2019
Q4 | $1.01M | Sell |
18,822
-4,849
| -20% | -$260K | 0.01% | 79 |
|
|
2019
Q3 | $1.26M | Hold |
23,671
| – | – | 0.01% | 75 |
|
|
2019
Q2 | $1.26M | Buy |
23,671
+32
| +0.1% | +$1.7K | 0.01% | 75 |
|
|
2019
Q1 | $1.23M | Buy |
23,639
+6,747
| +40% | +$352K | 0.01% | 76 |
|
|
2018
Q4 | $862K | Buy |
16,892
+1,746
| +12% | +$89.1K | 0.01% | 76 |
|
|
2018
Q3 | $765K | Buy |
15,146
+3,088
| +26% | +$156K | 0.01% | 77 |
|
|
2018
Q2 | $615K | Buy |
12,058
+3,364
| +39% | +$172K | ﹤0.01% | 79 |
|
|
2018
Q1 | $439K | Buy |
+8,694
| New | +$439K | ﹤0.01% | 84 |
|