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

Betterment LLC

$41.6 Billion
Q3 2024

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 8,352 shares of IVOG stock, worth $957,556. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,352

Previous 8,458 1.25%

Holding current value

$957,556

Previous $926,000 3.35%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

138

Shares Held

2.95M

Call Options Held

Put Options Held

View Full List

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
Sector ETFs
Industry ETFs

More about IVOG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Betterment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Betterment LLC with notifications on news.

Account