Betterment LLC’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Buy |
48,475
+7,892
| +19% | +$495K | 0.01% | 183 |
|
|
2025
Q1 | $2.38M | Buy |
40,583
+4,714
| +13% | +$276K | 0.01% | 195 |
|
|
2024
Q4 | $2.12M | Buy |
35,869
+15,629
| +77% | +$924K | 0.01% | 199 |
|
|
2024
Q3 | $1.2M | Buy |
20,240
+1,519
| +8% | +$89.9K | ﹤0.01% | 217 |
|
|
2024
Q2 | $1.03M | Buy |
18,721
+1,014
| +6% | +$55.5K | ﹤0.01% | 216 |
|
|
2024
Q1 | $995K | Sell |
17,707
-327
| -2% | -$18.4K | ﹤0.01% | 202 |
|
|
2023
Q4 | $932K | Sell |
18,034
-2,075
| -10% | -$107K | ﹤0.01% | 184 |
|
|
2023
Q3 | $924K | Buy |
20,109
+1,712
| +9% | +$78.7K | ﹤0.01% | 173 |
|
|
2023
Q2 | $866K | Sell |
18,397
-1,560
| -8% | -$73.4K | ﹤0.01% | 162 |
|
|
2023
Q1 | $895K | Buy |
19,957
+354
| +2% | +$15.9K | ﹤0.01% | 159 |
|
|
2022
Q4 | $861K | Sell |
19,603
-3,508
| -15% | -$154K | ﹤0.01% | 158 |
|
|
2022
Q3 | $946K | Hold |
23,111
| – | – | ﹤0.01% | 146 |
|
|
2022
Q2 | $946K | Buy |
23,111
+4,648
| +25% | +$190K | ﹤0.01% | 146 |
|
|
2022
Q1 | $905K | Buy |
18,463
+11,096
| +151% | +$544K | ﹤0.01% | 147 |
|
|
2021
Q4 | $382K | Buy |
+7,367
| New | +$382K | ﹤0.01% | 173 |
|