Betterment LLC Vanguard Mega Cap Value Transaction History

Betterment LLC

$50.6 Billion
Q3 2025

A detailed history of Betterment LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Betterment LLC holds 2,818 shares of MGV stock, worth $390,236. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,818

Previous 2,730 3.22%

Holding current value

$390,236

Previous $358,000 8.38%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$129.46 - $137.85 $11,392 - $12,130	88 Added 3.22%	2,818 $388,000
Q2 2025 Aug 14, 2025	BUY	$114.87 - $131.25 $10,338 - $11,812	90 Added 3.41%	2,730 $358,000
Q1 2025 May 15, 2025	SELL	$123.61 - $133.01 $13,844 - $14,897	-112 Reduced 4.07%	2,640 $340,000
Q3 2024 Nov 14, 2024	BUY	$118.0 - $128.28 $21,594 - $23,475	183 Added 7.12%	2,752 $353,000
Q2 2024 Aug 14, 2024	BUY	$113.61 - $120.34 $3,067 - $3,249	27 Added 1.06%	2,569 $304,000

Q1 2024 May 10, 2024	BUY	$108.33 - $119.51 $8,666 - $9,560	80 Added 3.25%	2,542 $303,000
Q4 2023 Feb 09, 2024	BUY	$97.07 - $109.74 $20,967 - $23,703	216 Added 9.62%	2,462 $269,000
Q3 2023 Nov 09, 2023	BUY	$101.4 - $107.46 $6,591 - $6,984	65 Added 2.98%	2,246 $227,000
Q2 2023 Aug 07, 2023	BUY	$98.78 - $104.28 $215,439 - $227,434	2,181 New	2,181 $226,000

Others Institutions Holding MGV

# of Institutions

562

Shares Held

55.3M

Call Options Held

13.5K

Put Options Held

2.4K

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About VANGUARD MEGA CAP VALUE

Ticker MGV
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