Betterment LLC’s SGI US Large Cap Core ETF SGLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
56,008
-15,938
| -22% | -$542K | ﹤0.01% | 216 |
|
|
2025
Q1 | $2.24M | Buy |
71,946
+7,500
| +12% | +$233K | 0.01% | 201 |
|
|
2024
Q4 | $2.11M | Buy |
64,446
+12,868
| +25% | +$422K | 0.01% | 200 |
|
|
2024
Q3 | $1.83M | Buy |
51,578
+24,957
| +94% | +$886K | ﹤0.01% | 194 |
|
|
2024
Q2 | $929K | Buy |
26,621
+6,041
| +29% | +$211K | ﹤0.01% | 228 |
|
|
2024
Q1 | $685K | Buy |
+20,580
| New | +$685K | ﹤0.01% | 230 |
|