SWM
SigFig Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
12,059
+1,894
| +19% | +$450K | 0.09% | 73 |
|
|
2025
Q1 | $2.25M | Buy |
10,165
+697
| +7% | +$154K | 0.08% | 76 |
|
|
2024
Q4 | $2.27M | Sell |
9,468
-468
| -5% | -$112K | 0.08% | 75 |
|
|
2024
Q3 | $2.36M | Sell |
9,936
-1,403
| -12% | -$333K | 0.09% | 76 |
|
|
2024
Q2 | $2.47M | Sell |
11,339
-1,435
| -11% | -$313K | 0.09% | 73 |
|
|
2024
Q1 | $2.92M | Sell |
12,774
-1,806
| -12% | -$413K | 0.11% | 67 |
|
|
2023
Q4 | $3.11M | Sell |
14,580
-2,303
| -14% | -$491K | 0.12% | 67 |
|
|
2023
Q3 | $3.19M | Sell |
16,883
-1,318
| -7% | -$249K | 0.13% | 63 |
|
|
2023
Q2 | $3.6M | Sell |
18,201
-648
| -3% | -$128K | 0.14% | 60 |
|
|
2023
Q1 | $3.57M | Buy |
18,849
+6,739
| +56% | +$1.28M | 0.2% | 54 |
|
|
2022
Q4 | $2.27M | Buy |
12,110
+454
| +4% | +$85.3K | 0.11% | 60 |
|
|
2022
Q3 | $2.08M | Buy |
11,656
+663
| +6% | +$118K | 0.11% | 61 |
|
|
2022
Q2 | $2.01M | Buy |
10,993
+3,918
| +55% | +$716K | 0.1% | 56 |
|
|
2022
Q1 | $1.52M | Buy |
7,075
+1,514
| +27% | +$326K | 0.07% | 64 |
|
|
2021
Q4 | $1.25M | Buy |
5,561
+713
| +15% | +$161K | 0.06% | 64 |
|
|
2021
Q3 | $1.06M | Buy |
4,848
+1,135
| +31% | +$248K | 0.05% | 67 |
|
|
2021
Q2 | $837K | Buy |
3,713
+658
| +22% | +$148K | 0.04% | 68 |
|
|
2021
Q1 | $654K | Buy |
3,055
+412
| +16% | +$88.2K | 0.04% | 65 |
|
|
2020
Q4 | $515K | Sell |
2,643
-98
| -4% | -$19.1K | 0.04% | 67 |
|
|
2020
Q3 | $420K | Sell |
2,741
-257
| -9% | -$39.4K | 0.04% | 64 |
|
|
2020
Q2 | $437K | Sell |
2,998
-933
| -24% | -$136K | 0.05% | 57 |
|
|
2020
Q1 | $454K | Buy |
3,931
+244
| +7% | +$28.2K | 0.06% | 44 |
|
|
2019
Q4 | $611K | Sell |
3,687
-286
| -7% | -$47.4K | 0.08% | 38 |
|
|
2019
Q3 | $611K | Sell |
3,973
-180
| -4% | -$27.7K | 0.09% | 39 |
|
|
2019
Q2 | $651K | Buy |
4,153
+1,428
| +52% | +$224K | 0.1% | 42 |
|
|
2019
Q1 | $416K | Sell |
2,725
-114
| -4% | -$17.4K | 0.07% | 46 |
|
|
2018
Q4 | $371K | Buy |
+2,839
| New | +$371K | 0.08% | 45 |
|