SWM
SigFig Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,293
| Closed | -$758K | – | 126 |
|
|
2024
Q1 | $758K | Sell |
16,293
-6,345
| -28% | -$295K | 0.03% | 101 |
|
|
2023
Q4 | $1.06M | Sell |
22,638
-16,529
| -42% | -$777K | 0.04% | 93 |
|
|
2023
Q3 | $1.73M | Sell |
39,167
-3,433
| -8% | -$151K | 0.07% | 81 |
|
|
2023
Q2 | $1.96M | Sell |
42,600
-3,474
| -8% | -$160K | 0.08% | 76 |
|
|
2023
Q1 | $2.14M | Buy |
+46,074
| New | +$2.14M | 0.12% | 65 |
|