Betterment LLC’s Capital Group Dividend Value ETF CGDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Buy |
141,063
+13,857
| +11% | +$547K | 0.01% | 150 |
|
|
2025
Q1 | $4.53M | Buy |
127,206
+5,584
| +5% | +$199K | 0.01% | 147 |
|
|
2024
Q4 | $4.29M | Buy |
121,622
+75,403
| +163% | +$2.66M | 0.01% | 145 |
|
|
2024
Q3 | $1.68M | Buy |
46,219
+13,975
| +43% | +$509K | ﹤0.01% | 199 |
|
|
2024
Q2 | $1.06M | Buy |
32,244
+14,334
| +80% | +$473K | ﹤0.01% | 214 |
|
|
2024
Q1 | $582K | Buy |
17,910
+8,296
| +86% | +$270K | ﹤0.01% | 246 |
|
|
2023
Q4 | $287K | Buy |
+9,614
| New | +$287K | ﹤0.01% | 282 |
|