Betterment LLC’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127M | Buy |
290,155
+22,648
| +8% | +$9.93M | 0.27% | 34 |
|
|
2025
Q1 | $99.2M | Buy |
267,507
+11,231
| +4% | +$4.16M | 0.24% | 40 |
|
|
2024
Q4 | $105M | Buy |
256,276
+39,558
| +18% | +$16.2M | 0.25% | 40 |
|
|
2024
Q3 | $83.2M | Buy |
216,718
+15,018
| +7% | +$5.77M | 0.2% | 43 |
|
|
2024
Q2 | $75.4M | Sell |
201,700
-339
| -0.2% | -$127K | 0.2% | 42 |
|
|
2024
Q1 | $69.5M | Buy |
202,039
+12,055
| +6% | +$4.15M | 0.19% | 41 |
|
|
2023
Q4 | $59.1M | Buy |
189,984
+679
| +0.4% | +$211K | 0.17% | 38 |
|
|
2023
Q3 | $51.6M | Buy |
189,305
+6,257
| +3% | +$1.7M | 0.16% | 38 |
|
|
2023
Q2 | $51.8M | Buy |
183,048
+5,402
| +3% | +$1.53M | 0.16% | 38 |
|
|
2023
Q1 | $44.3M | Buy |
177,646
+6,130
| +4% | +$1.53M | 0.14% | 39 |
|
|
2022
Q4 | $36.6M | Buy |
171,516
+1,153
| +0.7% | +$246K | 0.13% | 42 |
|
|
2022
Q3 | $38M | Hold |
170,363
| – | – | 0.14% | 38 |
|
|
2022
Q2 | $38M | Buy |
170,363
+17,678
| +12% | +$3.94M | 0.14% | 38 |
|
|
2022
Q1 | $43.9M | Buy |
152,685
+2,139
| +1% | +$615K | 0.14% | 37 |
|
|
2021
Q4 | $48.3M | Buy |
150,546
+3,588
| +2% | +$1.15M | 0.15% | 36 |
|
|
2021
Q3 | $42.6M | Buy |
146,958
+10,651
| +8% | +$3.09M | 0.14% | 36 |
|
|
2021
Q2 | $39.1M | Buy |
136,307
+8,501
| +7% | +$2.44M | 0.13% | 36 |
|
|
2021
Q1 | $32.9M | Buy |
127,806
+15,717
| +14% | +$4.04M | 0.12% | 35 |
|
|
2020
Q4 | $28.4M | Buy |
112,089
+10,817
| +11% | +$2.74M | 0.12% | 35 |
|
|
2020
Q3 | $23.1M | Buy |
101,272
+10,142
| +11% | +$2.31M | 0.11% | 34 |
|
|
2020
Q2 | $18.4M | Buy |
91,130
+13,080
| +17% | +$2.64M | 0.1% | 34 |
|
|
2020
Q1 | $12.2M | Buy |
78,050
+7,057
| +10% | +$1.11M | 0.08% | 40 |
|
|
2019
Q4 | $12.9M | Buy |
70,993
+13,384
| +23% | +$2.44M | 0.07% | 35 |
|
|
2019
Q3 | $9.41M | Hold |
57,609
| – | – | 0.05% | 37 |
|
|
2019
Q2 | $9.41M | Buy |
57,609
+4,942
| +9% | +$807K | 0.05% | 37 |
|
|
2019
Q1 | $8.24M | Buy |
52,667
+6,484
| +14% | +$1.01M | 0.05% | 38 |
|
|
2018
Q4 | $6.2M | Buy |
46,183
+5,285
| +13% | +$710K | 0.04% | 40 |
|
|
2018
Q3 | $6.59M | Buy |
40,898
+657
| +2% | +$106K | 0.04% | 34 |
|
|
2018
Q2 | $6.03M | Buy |
40,241
+1,406
| +4% | +$211K | 0.04% | 34 |
|
|
2018
Q1 | $5.53M | Buy |
38,835
+9,861
| +34% | +$1.4M | 0.04% | 34 |
|
|
2017
Q4 | $4.08M | Buy |
28,974
+4,337
| +18% | +$610K | 0.03% | 33 |
|
|
2017
Q3 | $3.27M | Buy |
24,637
+3,195
| +15% | +$424K | 0.03% | 33 |
|
|
2017
Q2 | $2.72M | Buy |
21,442
+3,713
| +21% | +$472K | 0.03% | 32 |
|
|
2017
Q1 | $2.16M | Buy |
17,729
+7,436
| +72% | +$905K | 0.03% | 36 |
|
|
2016
Q4 | $1.15M | Buy |
10,293
+6,292
| +157% | +$701K | 0.02% | 38 |
|
|
2016
Q3 | $449K | Sell |
4,001
-537
| -12% | -$60.3K | 0.01% | 39 |
|
|
2016
Q2 | $486K | Buy |
4,538
+233
| +5% | +$25K | 0.01% | 38 |
|
|
2016
Q1 | $458K | Buy |
4,305
+38
| +0.9% | +$4.04K | 0.01% | 35 |
|
|
2015
Q4 | $454K | Buy |
+4,267
| New | +$454K | 0.01% | 34 |
|