Betterment LLC Vanguard Dividend Appreciation Transaction History

Betterment LLC

$41.6 Billion
Q3 2024

A detailed history of Betterment LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Betterment LLC holds 103,559 shares of VIG stock, worth $18.9 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

103,559

Previous 93,591 10.65%

Holding current value

$18.9 Million

Previous $17.1 Million 10.41%

% of portfolio

0.05%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$182.15 - $182.15 $1.82 Million - $1.82 Million	9,968 Added 10.65%	103,559 $18.9 Million
Q2 2024 Aug 14, 2024	BUY	$173.33 - $185.29 $2.05 Million - $2.2 Million	11,850 Added 14.5%	93,591 $17.1 Million
Q1 2024 May 10, 2024	BUY	$168.47 - $182.98 $7.54 Million - $8.19 Million	44,768 Added 121.08%	81,741 $14.9 Million
Q4 2023 Feb 09, 2024	BUY	$150.16 - $171.16 $3.57 Million - $4.07 Million	23,754 Added 179.7%	36,973 $6.3 Million
Q3 2023 Nov 09, 2023	BUY	$155.38 - $166.95 $137,822 - $148,084	887 Added 7.19%	13,219 $2.05 Million
Q2 2023 Aug 07, 2023	SELL	$152.74 - $162.43 $91,796 - $97,620	-601 Reduced 4.65%	12,332 $2 Million
Q1 2023 May 15, 2023	BUY	$147.24 - $158.33 $226,013 - $243,036	1,535 Added 13.47%	12,933 $1.99 Million
Q4 2022 Feb 13, 2023	BUY	$144.84 - $158.71 $105,878 - $116,017	731 Added 6.85%	11,398 $1.73 Million
Q2 2022 Aug 10, 2022	BUY	N/A	2,041 Added 23.66%	10,667 $1.53 Million
Q1 2022 May 16, 2022	BUY	N/A	1,563 Added 22.13%	8,626 $1.4 Million
Q4 2021 Feb 15, 2022	BUY	N/A	2,511 Added 55.16%	7,063 $1.21 Million
Q3 2021 Nov 15, 2021	BUY	N/A	350 Added 8.33%	4,552 $699,000
Q2 2021 Aug 10, 2021	SELL	N/A	-166 Reduced 3.8%	4,202 $650,000
Q1 2021 Jun 01, 2021	BUY	N/A	478 Added 12.29%	4,368 $642,000
Q4 2020 Feb 12, 2021	BUY	N/A	92 Added 2.42%	3,890 $549,000
Q3 2020 Nov 10, 2020	BUY	N/A	2,029 Added 114.7%	3,798 $489,000
Q2 2020 Aug 11, 2020	BUY	N/A	1,769 New	1,769 $207,000
Q1 2020 May 14, 2020	SELL	N/A	-2,787 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	N/A	62 Added 2.28%	2,787 $347,000
Q2 2019 Aug 14, 2019	BUY	N/A	849 Added 45.26%	2,725 $314,000
Q1 2019 Apr 11, 2019	BUY	N/A	1,876 New	1,876 $206,000

Others Institutions Holding VIG

# of Institutions

2,388

Shares Held

236M

Call Options Held

595K

Put Options Held

190K

View Full List

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