Betterment LLC’s Invesco Large Cap Value ETF PWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
3,369
-371
| -10% | -$23K | ﹤0.01% | 492 |
|
|
2025
Q1 | $223K | Sell |
3,740
-920
| -20% | -$54.9K | ﹤0.01% | 446 |
|
|
2024
Q4 | $265K | Buy |
4,660
+58
| +1% | +$3.3K | ﹤0.01% | 404 |
|
|
2024
Q3 | $268K | Buy |
4,602
+518
| +13% | +$30.2K | ﹤0.01% | 385 |
|
|
2024
Q2 | $225K | Buy |
+4,084
| New | +$225K | ﹤0.01% | 379 |
|