Ownership history in Betterment LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in iShares (VLUE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Betterment LLC underperformed the S&P 500 by β4.8% annually on this VLUE position. Timing score: 38% (5/13 decisions correct). Average cost basis: $95.91. Maximum drawdown during holding period: β20.5%.
β οΈ Trailed SPY by 4.8% ann. on this position.
14 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 13 add/trim decisions correct
Best entry: $81.79 (2022 Q2) Β· Worst: $105.22 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 6 trims. Bought during 4 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size