Betterment LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
23,833
+1,195
| +5% | +$159K | 0.01% | 176 |
|
|
2025
Q1 | $2.92M | Buy |
22,638
+337
| +2% | +$43.5K | 0.01% | 177 |
|
|
2024
Q4 | $2.85M | Buy |
22,301
+2,256
| +11% | +$288K | 0.01% | 173 |
|
|
2024
Q3 | $2.57M | Buy |
20,045
+1,026
| +5% | +$132K | 0.01% | 163 |
|
|
2024
Q2 | $2.26M | Buy |
19,019
+15
| +0.1% | +$1.78K | 0.01% | 161 |
|
|
2024
Q1 | $2.3M | Buy |
19,004
+410
| +2% | +$49.6K | 0.01% | 138 |
|
|
2023
Q4 | $2.08M | Sell |
18,594
-468
| -2% | -$52.3K | 0.01% | 130 |
|
|
2023
Q3 | $1.97M | Sell |
19,062
-776
| -4% | -$80.2K | 0.01% | 124 |
|
|
2023
Q2 | $2.1M | Buy |
19,838
+87
| +0.4% | +$9.23K | 0.01% | 113 |
|
|
2023
Q1 | $2.08M | Buy |
19,751
+1,899
| +11% | +$200K | 0.01% | 120 |
|
|
2022
Q4 | $1.93M | Buy |
17,852
+2,126
| +14% | +$230K | 0.01% | 119 |
|
|
2022
Q3 | $1.6M | Hold |
15,726
| – | – | 0.01% | 123 |
|
|
2022
Q2 | $1.6M | Buy |
15,726
+2,529
| +19% | +$257K | 0.01% | 123 |
|
|
2022
Q1 | $1.48M | Buy |
13,197
+1,555
| +13% | +$175K | ﹤0.01% | 123 |
|
|
2021
Q4 | $1.31M | Buy |
11,642
+2,836
| +32% | +$318K | ﹤0.01% | 128 |
|
|
2021
Q3 | $910K | Buy |
8,806
+50
| +0.6% | +$5.17K | ﹤0.01% | 131 |
|
|
2021
Q2 | $917K | Buy |
8,756
+235
| +3% | +$24.6K | ﹤0.01% | 125 |
|
|
2021
Q1 | $861K | Sell |
8,521
-266
| -3% | -$26.9K | ﹤0.01% | 102 |
|
|
2020
Q4 | $804K | Sell |
8,787
-81
| -0.9% | -$7.41K | ﹤0.01% | 100 |
|
|
2020
Q3 | $718K | Buy |
8,868
+22
| +0.2% | +$1.78K | ﹤0.01% | 88 |
|
|
2020
Q2 | $697K | Sell |
8,846
-760
| -8% | -$59.9K | ﹤0.01% | 87 |
|
|
2020
Q1 | $680K | Buy |
9,606
+1,130
| +13% | +$80K | ﹤0.01% | 87 |
|
|
2019
Q4 | $794K | Buy |
8,476
+264
| +3% | +$24.7K | ﹤0.01% | 83 |
|
|
2019
Q3 | $718K | Hold |
8,212
| – | – | ﹤0.01% | 82 |
|
|
2019
Q2 | $718K | Buy |
8,212
+6
| +0.1% | +$525 | ﹤0.01% | 82 |
|
|
2019
Q1 | $703K | Buy |
8,206
+53
| +0.7% | +$4.54K | ﹤0.01% | 83 |
|
|
2018
Q4 | $636K | Buy |
8,153
+20
| +0.2% | +$1.56K | ﹤0.01% | 81 |
|
|
2018
Q3 | $708K | Sell |
8,133
-23
| -0.3% | -$2K | ﹤0.01% | 80 |
|
|
2018
Q2 | $677K | Sell |
8,156
-10
| -0.1% | -$830 | ﹤0.01% | 78 |
|
|
2018
Q1 | $675K | Hold |
8,166
| – | – | ﹤0.01% | 77 |
|
|
2017
Q4 | $699K | Sell |
8,166
-35
| -0.4% | -$3K | 0.01% | 69 |
|
|
2017
Q3 | $665K | Sell |
8,201
-25
| -0.3% | -$2.03K | 0.01% | 65 |
|
|
2017
Q2 | $643K | Sell |
8,226
-11
| -0.1% | -$860 | 0.01% | 52 |
|
|
2017
Q1 | $640K | Sell |
8,237
-15
| -0.2% | -$1.17K | 0.01% | 49 |
|
|
2016
Q4 | $625K | Sell |
8,252
-3
| -0% | -$227 | 0.01% | 42 |
|
|
2016
Q3 | $596K | Buy |
8,255
+45
| +0.5% | +$3.25K | 0.01% | 37 |
|
|
2016
Q2 | $587K | Buy |
+8,210
| New | +$587K | 0.01% | 36 |
|