Betterment LLC Vanguard S&P Mid Cap 400 Growt Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Vanguard S&P Mid Cap 400 Growt stock. As of the latest transaction made, Betterment LLC holds 7,858 shares of IVOG stock, worth $808,666. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,858

Previous 8,088 2.84%

Holding current value

$808,666

Previous $911,000 10.98%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$101.13 - $119.79 $23,259 - $27,551	-230 Reduced 2.84%	7,858 $811,000
Q4 2024 Feb 14, 2025	SELL	$112.69 - $123.97 $29,750 - $32,728	-264 Reduced 3.16%	8,088 $911,000
Q3 2024 Nov 14, 2024	SELL	$105.49 - $116.32 $11,181 - $12,329	-106 Reduced 1.25%	8,352 $957,000
Q2 2024 Aug 14, 2024	SELL	$105.32 - $113.24 $20,432 - $21,968	-194 Reduced 2.24%	8,458 $926,000
Q1 2024 May 10, 2024	SELL	$95.22 - $113.45 $20,948 - $24,959	-220 Reduced 2.48%	8,652 $981,000
Q4 2023 Feb 09, 2024	SELL	$84.65 - $99.33 $41,986 - $49,267	-496 Reduced 5.29%	8,872 $871,000
Q3 2023 Nov 09, 2023	BUY	$89.35 - $96.91 $4,020 - $4,360	45 Added 0.48%	9,368 $845,000
Q2 2023 Aug 07, 2023	SELL	$85.73 - $93.5 $37,978 - $41,420	-443 Reduced 4.54%	9,323 $872,000
Q1 2023 May 15, 2023	BUY	$83.99 - $185.01 $374,259 - $824,404	4,456 Added 83.92%	9,766 $868,000
Q4 2022 Feb 13, 2023	SELL	$79.72 - $182.13 $41,055 - $93,796	-515 Reduced 8.84%	5,310 $899,000
Q2 2022 Aug 10, 2022	BUY	$76.85 - $96.88 $19,904 - $25,091	259 Added 4.65%	5,825 $921,000
Q1 2022 May 16, 2022	BUY	$89.67 - $105.46 $75,412 - $88,691	841 Added 17.8%	5,566 $1.07 Million
Q4 2021 Feb 15, 2022	BUY	$98.21 - $109.25 $78,371 - $87,181	798 Added 20.32%	4,725 $999,000
Q3 2021 Nov 15, 2021	SELL	$96.36 - $103.76 $29,871 - $32,165	-310 Reduced 7.32%	3,927 $773,000
Q2 2021 Aug 10, 2021	SELL	$95.46 - $103.25 $24,437 - $26,432	-256 Reduced 5.7%	4,237 $850,000
Q1 2021 Jun 01, 2021	SELL	$88.14 - $99.25 $5,023 - $5,657	-57 Reduced 1.25%	4,493 $874,000
Q4 2020 Feb 12, 2021	SELL	$75.31 - $90.04 $84,799 - $101,385	-1,126 Reduced 19.84%	4,550 $814,000
Q3 2020 Nov 10, 2020	SELL	$68.81 - $77.86 $14,312 - $16,194	-208 Reduced 3.54%	5,676 $846,000
Q2 2020 Aug 11, 2020	SELL	$51.49 - $73.58 $82,847 - $118,390	-1,609 Reduced 21.47%	5,884 $819,000
Q1 2020 May 14, 2020	BUY	$46.42 - $76.49 $246,258 - $405,779	5,305 Added 242.46%	7,493 $827,000
Q4 2019 Jan 31, 2020	SELL	$67.56 - $73.64 $743 - $810	-11 Reduced 0.5%	2,188 $321,000
Q2 2019 Aug 14, 2019	SELL	N/A	-29 Reduced 1.3%	2,199 $309,000
Q1 2019 Apr 11, 2019	SELL	N/A	-74 Reduced 3.21%	2,228 $302,000
Q4 2018 Feb 06, 2019	BUY	N/A	2,302 New	2,302 $271,000

Others Institutions Holding IVOG

# of Institutions

151

Shares Held

3.51M

Call Options Held

Put Options Held

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About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
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