Betterment LLC’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918M | Sell |
5,196,580
-28,896
| -0.6% | -$5.11M | 1.96% | 9 |
|
|
2025
Q1 | $903M | Sell |
5,225,476
-223,195
| -4% | -$38.6M | 2.14% | 9 |
|
|
2024
Q4 | $922M | Sell |
5,448,671
-340,576
| -6% | -$57.7M | 2.2% | 10 |
|
|
2024
Q3 | $1.01B | Sell |
5,789,247
-182,210
| -3% | -$31.8M | 2.41% | 9 |
|
|
2024
Q2 | $958M | Sell |
5,971,457
-528,569
| -8% | -$84.8M | 2.48% | 9 |
|
|
2024
Q1 | $1.06B | Sell |
6,500,026
-6,211,709
| -49% | -$1.01B | 2.84% | 9 |
|
|
2023
Q4 | $1.9B | Sell |
12,711,735
-10,040
| -0.1% | -$1.5M | 5.47% | 5 |
|
|
2023
Q3 | $1.75B | Buy |
12,721,775
+231,256
| +2% | +$31.9M | 5.56% | 5 |
|
|
2023
Q2 | $1.77B | Buy |
12,490,519
+274,646
| +2% | +$39M | 5.5% | 5 |
|
|
2023
Q1 | $1.69B | Buy |
12,215,873
+129,128
| +1% | +$17.8M | 5.46% | 5 |
|
|
2022
Q4 | $1.7B | Sell |
12,086,745
-8,442
| -0.1% | -$1.19M | 5.82% | 4 |
|
|
2022
Q3 | $1.6B | Hold |
12,095,187
| – | – | 5.71% | 5 |
|
|
2022
Q2 | $1.6B | Sell |
12,095,187
-512,995
| -4% | -$67.7M | 5.71% | 5 |
|
|
2022
Q1 | $1.86B | Sell |
12,608,182
-210,633
| -2% | -$31.1M | 5.93% | 4 |
|
|
2021
Q4 | $1.89B | Buy |
12,818,815
+229,967
| +2% | +$33.8M | 5.87% | 4 |
|
|
2021
Q3 | $1.7B | Buy |
12,588,848
+311,836
| +3% | +$42.2M | 5.7% | 5 |
|
|
2021
Q2 | $1.69B | Buy |
12,277,012
+546,948
| +5% | +$75.2M | 5.75% | 4 |
|
|
2021
Q1 | $1.54B | Buy |
11,730,064
+861,284
| +8% | +$113M | 5.81% | 4 |
|
|
2020
Q4 | $1.29B | Buy |
10,868,780
+613,491
| +6% | +$73M | 5.42% | 5 |
|
|
2020
Q3 | $1.07B | Buy |
10,255,289
+515,935
| +5% | +$53.9M | 5.26% | 5 |
|
|
2020
Q2 | $970M | Buy |
9,739,354
+722,037
| +8% | +$71.9M | 5.16% | 5 |
|
|
2020
Q1 | $803M | Sell |
9,017,317
-607,943
| -6% | -$54.1M | 4.99% | 6 |
|
|
2019
Q4 | $1.15B | Buy |
9,625,260
+610,264
| +7% | +$73.1M | 5.96% | 5 |
|
|
2019
Q3 | $1,000M | Hold |
9,014,996
| – | – | 5.67% | 5 |
|
|
2019
Q2 | $1,000M | Buy |
9,014,996
+296,987
| +3% | +$32.9M | 5.67% | 5 |
|
|
2019
Q1 | $938M | Buy |
8,718,009
+505,871
| +6% | +$54.4M | 5.67% | 5 |
|
|
2018
Q4 | $804M | Sell |
8,212,138
-1,335,995
| -14% | -$131M | 5.65% | 5 |
|
|
2018
Q3 | $1.06B | Sell |
9,548,133
-2,331,612
| -20% | -$258M | 6.95% | 4 |
|
|
2018
Q2 | $1.23B | Sell |
11,879,745
-35,831
| -0.3% | -$3.72M | 8.76% | 4 |
|
|
2018
Q1 | $1.23B | Buy |
11,915,576
+700,106
| +6% | +$72.5M | 8.97% | 4 |
|
|
2017
Q4 | $1.19B | Sell |
11,215,470
-2,264,237
| -17% | -$241M | 9.6% | 3 |
|
|
2017
Q3 | $1.35B | Buy |
13,479,707
+1,345,276
| +11% | +$134M | 12.3% | 3 |
|
|
2017
Q2 | $1.17B | Buy |
12,134,431
+1,685,848
| +16% | +$163M | 12.24% | 3 |
|
|
2017
Q1 | $996M | Buy |
10,448,583
+1,823,476
| +21% | +$174M | 11.99% | 3 |
|
|
2016
Q4 | $802M | Buy |
8,625,107
+877,580
| +11% | +$81.6M | 11.85% | 3 |
|
|
2016
Q3 | $674M | Buy |
7,747,527
+1,249,497
| +19% | +$109M | 11.32% | 3 |
|
|
2016
Q2 | $552M | Buy |
6,498,030
+1,243,502
| +24% | +$106M | 11.27% | 3 |
|
|
2016
Q1 | $433M | Buy |
5,254,528
+980,144
| +23% | +$80.8M | 10.77% | 3 |
|
|
2015
Q4 | $348M | Buy |
4,274,384
+747,271
| +21% | +$60.9M | 10.72% | 3 |
|
|
2015
Q3 | $271M | Buy |
3,527,113
+704,518
| +25% | +$54.1M | 10.28% | 3 |
|
|
2015
Q2 | $235M | Buy |
2,822,595
+955,005
| +51% | +$79.6M | 10.11% | 3 |
|
|
2015
Q1 | $156M | Buy |
1,867,590
+835,337
| +81% | +$69.9M | 9.05% | 3 |
|
|
2014
Q4 | $87.2M | Buy |
+1,032,253
| New | +$87.2M | 7.63% | 4 |
|