SWM
SigFig Wealth Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.91M | Buy |
115,603
+3,688
| +3% | +$284K | 0.29% | 45 |
|
|
2025
Q1 | $8.55M | Sell |
111,915
-288
| -0.3% | -$22K | 0.31% | 38 |
|
|
2024
Q4 | $8.4M | Buy |
112,203
+4,817
| +4% | +$360K | 0.3% | 41 |
|
|
2024
Q3 | $8.44M | Sell |
107,386
-2,903
| -3% | -$228K | 0.31% | 38 |
|
|
2024
Q2 | $8.26M | Buy |
110,289
+5,438
| +5% | +$407K | 0.31% | 37 |
|
|
2024
Q1 | $7.91M | Buy |
104,851
+2,618
| +3% | +$197K | 0.29% | 37 |
|
|
2023
Q4 | $7.81M | Buy |
102,233
+5,722
| +6% | +$437K | 0.3% | 38 |
|
|
2023
Q3 | $6.98M | Sell |
96,511
-825
| -0.8% | -$59.7K | 0.28% | 37 |
|
|
2023
Q2 | $7.31M | Buy |
97,336
+273
| +0.3% | +$20.5K | 0.28% | 40 |
|
|
2023
Q1 | $7.45M | Sell |
97,063
-2,680
| -3% | -$206K | 0.41% | 31 |
|
|
2022
Q4 | $8.07M | Sell |
99,743
-3,993
| -4% | -$323K | 0.4% | 29 |
|
|
2022
Q3 | $8.38M | Buy |
103,736
+5,027
| +5% | +$406K | 0.44% | 28 |
|
|
2022
Q2 | $8.1M | Sell |
98,709
-3,742
| -4% | -$307K | 0.42% | 29 |
|
|
2022
Q1 | $8.51M | Buy |
102,451
+28,440
| +38% | +$2.36M | 0.41% | 29 |
|
|
2021
Q4 | $6.55M | Buy |
74,011
+1,365
| +2% | +$121K | 0.31% | 33 |
|
|
2021
Q3 | $6.5M | Buy |
72,646
+7,806
| +12% | +$698K | 0.33% | 31 |
|
|
2021
Q2 | $5.83M | Buy |
64,840
+6,611
| +11% | +$595K | 0.31% | 32 |
|
|
2021
Q1 | $5.17M | Buy |
58,229
+19,987
| +52% | +$1.77M | 0.32% | 29 |
|
|
2020
Q4 | $3.55M | Buy |
38,242
+17,030
| +80% | +$1.58M | 0.26% | 36 |
|
|
2020
Q3 | $1.99M | Buy |
21,212
+10,689
| +102% | +$1M | 0.18% | 40 |
|
|
2020
Q2 | $981K | Buy |
10,523
+5,788
| +122% | +$540K | 0.1% | 41 |
|
|
2020
Q1 | $423K | Buy |
+4,735
| New | +$423K | 0.06% | 46 |
|