SWM
SigFig Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-278,889
| Closed | -$23.2M | – | 81 |
|
|
2020
Q4 | $23.2M | Buy |
278,889
+45,093
| +19% | +$3.75M | 1.68% | 13 |
|
|
2020
Q3 | $19.4M | Buy |
233,796
+37,929
| +19% | +$3.14M | 1.76% | 13 |
|
|
2020
Q2 | $16.2M | Buy |
195,867
+16,016
| +9% | +$1.32M | 1.73% | 13 |
|
|
2020
Q1 | $14.2M | Buy |
179,851
+14,596
| +9% | +$1.15M | 1.93% | 14 |
|
|
2019
Q4 | $13.4M | Buy |
165,255
+20,813
| +14% | +$1.69M | 1.65% | 14 |
|
|
2019
Q3 | $11.7M | Buy |
144,442
+20,267
| +16% | +$1.64M | 1.67% | 14 |
|
|
2019
Q2 | $10M | Buy |
124,175
+16,668
| +16% | +$1.34M | 1.56% | 21 |
|
|
2019
Q1 | $8.58M | Buy |
107,507
+13,857
| +15% | +$1.11M | 1.52% | 21 |
|
|
2018
Q4 | $7.29M | Buy |
93,650
+10,429
| +13% | +$812K | 1.55% | 21 |
|
|
2018
Q3 | $6.51M | Buy |
+83,221
| New | +$6.51M | 1.35% | 23 |
|