SWM
SigFig Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.84M | Buy |
84,747
+1,196
| +1% | +$82.4K | 0.19% | 54 |
|
2025
Q1 | $5.85M | Sell |
83,551
-1,047
| -1% | -$73.3K | 0.21% | 49 |
|
2024
Q4 | $5.81M | Buy |
84,598
+7,629
| +10% | +$524K | 0.21% | 51 |
|
2024
Q3 | $5.81M | Buy |
76,969
+410
| +0.5% | +$30.9K | 0.21% | 51 |
|
2024
Q2 | $5.38M | Buy |
76,559
+2,129
| +3% | +$150K | 0.2% | 55 |
|
2024
Q1 | $5.38M | Buy |
74,430
+4,937
| +7% | +$357K | 0.2% | 51 |
|
2023
Q4 | $5.18M | Buy |
69,493
+2,259
| +3% | +$168K | 0.2% | 52 |
|
2023
Q3 | $4.51M | Sell |
67,234
-1,089
| -2% | -$73K | 0.18% | 55 |
|
2023
Q2 | $5.07M | Buy |
68,323
+1,990
| +3% | +$148K | 0.2% | 54 |
|
2023
Q1 | $5.08M | Sell |
66,333
-410
| -0.6% | -$31.4K | 0.28% | 46 |
|
2022
Q4 | $6.31M | Sell |
66,743
-731
| -1% | -$69.1K | 0.31% | 35 |
|
2022
Q3 | $6.43M | Sell |
67,474
-625
| -0.9% | -$59.6K | 0.34% | 33 |
|
2022
Q2 | $6.49M | Buy |
68,099
+739
| +1% | +$70.4K | 0.34% | 33 |
|
2022
Q1 | $6.45M | Buy |
67,360
+2,290
| +4% | +$219K | 0.31% | 34 |
|
2021
Q4 | $6.7M | Buy |
65,070
+6,649
| +11% | +$684K | 0.31% | 32 |
|
2021
Q3 | $5.98M | Buy |
58,421
+6,569
| +13% | +$672K | 0.3% | 36 |
|
2021
Q2 | $5.34M | Buy |
51,852
+5,455
| +12% | +$562K | 0.28% | 34 |
|
2021
Q1 | $4.55M | Buy |
46,397
+11,392
| +33% | +$1.12M | 0.28% | 35 |
|
2020
Q4 | $3.84M | Buy |
35,005
+16,016
| +84% | +$1.76M | 0.28% | 32 |
|
2020
Q3 | $2.13M | Buy |
18,989
+9,687
| +104% | +$1.09M | 0.19% | 38 |
|
2020
Q2 | $1.04M | Buy |
9,302
+5,486
| +144% | +$613K | 0.11% | 40 |
|
2020
Q1 | $407K | Buy |
+3,816
| New | +$407K | 0.06% | 47 |
|