SWM
SigFig Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.37M | Sell |
86,791
-2,256
| -3% | -$165K | 0.21% | 49 |
|
|
2025
Q1 | $6.53M | Sell |
89,047
-3,255
| -4% | -$239K | 0.24% | 43 |
|
|
2024
Q4 | $6.65M | Buy |
92,302
+1,290
| +1% | +$93K | 0.24% | 47 |
|
|
2024
Q3 | $6.85M | Sell |
91,012
-3,347
| -4% | -$252K | 0.25% | 44 |
|
|
2024
Q2 | $6.8M | Buy |
94,359
+2,114
| +2% | +$152K | 0.26% | 45 |
|
|
2024
Q1 | $6.7M | Buy |
92,245
+3,874
| +4% | +$281K | 0.25% | 42 |
|
|
2023
Q4 | $6.51M | Buy |
88,371
+8,082
| +10% | +$596K | 0.25% | 40 |
|
|
2023
Q3 | $5.6M | Buy |
80,289
+1,185
| +1% | +$82.6K | 0.22% | 44 |
|
|
2023
Q2 | $5.82M | Sell |
79,104
-3,162
| -4% | -$233K | 0.23% | 50 |
|
|
2023
Q1 | $6.17M | Buy |
82,266
+4,482
| +6% | +$336K | 0.34% | 38 |
|
|
2022
Q4 | $5.75M | Buy |
77,784
+7,909
| +11% | +$585K | 0.29% | 40 |
|
|
2022
Q3 | $5.17M | Buy |
69,875
+4,751
| +7% | +$352K | 0.27% | 42 |
|
|
2022
Q2 | $5.05M | Buy |
65,124
+16,201
| +33% | +$1.26M | 0.26% | 40 |
|
|
2022
Q1 | $3.96M | Buy |
48,923
+9,839
| +25% | +$796K | 0.19% | 42 |
|
|
2021
Q4 | $3.34M | Buy |
39,084
+1,731
| +5% | +$148K | 0.16% | 46 |
|
|
2021
Q3 | $3.19M | Sell |
37,353
-2,171
| -5% | -$186K | 0.16% | 46 |
|
|
2021
Q2 | $3.4M | Buy |
39,524
+8,251
| +26% | +$709K | 0.18% | 44 |
|
|
2021
Q1 | $2.65M | Buy |
31,273
+23,857
| +322% | +$2.02M | 0.16% | 43 |
|
|
2020
Q4 | $654K | Buy |
7,416
+244
| +3% | +$21.5K | 0.05% | 62 |
|
|
2020
Q3 | $634K | Buy |
7,172
+83
| +1% | +$7.34K | 0.06% | 56 |
|
|
2020
Q2 | $626K | Buy |
7,089
+1,031
| +17% | +$91K | 0.07% | 52 |
|
|
2020
Q1 | $517K | Sell |
6,058
-871
| -13% | -$74.3K | 0.07% | 42 |
|
|
2019
Q4 | $581K | Sell |
6,929
-324
| -4% | -$27.2K | 0.07% | 39 |
|
|
2019
Q3 | $612K | Buy |
7,253
+248
| +4% | +$20.9K | 0.09% | 38 |
|
|
2019
Q2 | $582K | Buy |
7,005
+651
| +10% | +$54.1K | 0.09% | 43 |
|
|
2019
Q1 | $516K | Sell |
6,354
-36
| -0.6% | -$2.92K | 0.09% | 42 |
|
|
2018
Q4 | $505K | Buy |
6,390
+2,420
| +61% | +$191K | 0.11% | 41 |
|
|
2018
Q3 | $312K | Buy |
3,970
+524
| +15% | +$41.2K | 0.06% | 43 |
|
|
2018
Q2 | $273K | Buy |
+3,446
| New | +$273K | 0.07% | 43 |
|