SWM
SigFig Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
157,488
+1,584
| +1% | +$125K | 0.41% | 32 |
|
|
2025
Q1 | $12.2M | Sell |
155,904
-994
| -0.6% | -$77.8K | 0.44% | 30 |
|
|
2024
Q4 | $12.1M | Buy |
156,898
+4,170
| +3% | +$322K | 0.44% | 32 |
|
|
2024
Q3 | $12M | Buy |
152,728
+230
| +0.2% | +$18.1K | 0.44% | 29 |
|
|
2024
Q2 | $11.7M | Buy |
152,498
+3,709
| +2% | +$284K | 0.44% | 30 |
|
|
2024
Q1 | $11.4M | Buy |
148,789
+1,598
| +1% | +$123K | 0.42% | 32 |
|
|
2023
Q4 | $11.3M | Buy |
147,191
+10,381
| +8% | +$800K | 0.43% | 32 |
|
|
2023
Q3 | $10.3M | Sell |
136,810
-3,186
| -2% | -$239K | 0.41% | 33 |
|
|
2023
Q2 | $10.6M | Buy |
139,996
+2,924
| +2% | +$221K | 0.41% | 32 |
|
|
2023
Q1 | $10.5M | Buy |
137,072
+2,578
| +2% | +$197K | 0.58% | 26 |
|
|
2022
Q4 | $10.7M | Sell |
134,494
-1,125
| -0.8% | -$89.4K | 0.53% | 27 |
|
|
2022
Q3 | $10.8M | Sell |
135,619
-1,204
| -0.9% | -$96.1K | 0.57% | 27 |
|
|
2022
Q2 | $10.9M | Buy |
136,823
+863
| +0.6% | +$68.5K | 0.56% | 27 |
|
|
2022
Q1 | $10.7M | Sell |
135,960
-768
| -0.6% | -$60.6K | 0.52% | 27 |
|
|
2021
Q4 | $11.1M | Buy |
136,728
+11,546
| +9% | +$941K | 0.52% | 27 |
|
|
2021
Q3 | $10.3M | Buy |
125,182
+13,547
| +12% | +$1.11M | 0.51% | 25 |
|
|
2021
Q2 | $9.17M | Buy |
111,635
+11,710
| +12% | +$962K | 0.49% | 25 |
|
|
2021
Q1 | $8.21M | Buy |
99,925
+21,262
| +27% | +$1.75M | 0.5% | 24 |
|
|
2020
Q4 | $6.52M | Buy |
78,663
+34,846
| +80% | +$2.89M | 0.47% | 25 |
|
|
2020
Q3 | $3.64M | Buy |
43,817
+21,989
| +101% | +$1.83M | 0.33% | 30 |
|
|
2020
Q2 | $1.81M | Buy |
21,828
+12,626
| +137% | +$1.05M | 0.19% | 35 |
|
|
2020
Q1 | $756K | Buy |
9,202
+6,662
| +262% | +$547K | 0.1% | 37 |
|
|
2019
Q4 | $205K | Buy |
+2,540
| New | +$205K | 0.03% | 46 |
|