Betterment LLC Vertical Capital Asset Management LLC Transaction History

Betterment LLC

  • $47 Billion
  • Q2 2025
Number of Shares
73,006
Previous 88,688 17.68%
Holding current value
$764,000
Previous $899,000 15.02%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-15,682 Reduced 17.68%
73,006 $764,000
Q1 2025

May 15, 2025
SELL
N/A
-1,263 Reduced 1.4%
88,688 $899,000
Q4 2024

Feb 14, 2025
BUY
N/A
25,153 Added 38.82%
89,951 $0
Q3 2024

Nov 14, 2024
BUY
N/A
64,798 New
64,798 $0
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