Betterment LLC’s SGI Enhanced Core ETF USDX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18.3M | Buy |
711,801
+80,017
| +13% | +$2.05M | 0.04% | 99 |
|
2025
Q1 | $16.2M | Buy |
631,784
+128,667
| +26% | +$3.3M | 0.04% | 89 |
|
2024
Q4 | $12.9M | Buy |
503,117
+160,844
| +47% | +$4.11M | 0.03% | 93 |
|
2024
Q3 | $8.91M | Buy |
342,273
+224,444
| +190% | +$5.84M | 0.02% | 107 |
|
2024
Q2 | $3.02M | Buy |
+117,829
| New | +$3.02M | 0.01% | 142 |
|