SWM
SigFig Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,649
| Closed | -$1.99M | – | 101 |
|
|
2022
Q1 | $1.99M | Sell |
10,649
-7,763
| -42% | -$1.45M | 0.1% | 55 |
|
|
2021
Q4 | $1.92M | Sell |
18,412
-1,649
| -8% | -$172K | 0.09% | 50 |
|
|
2021
Q3 | $2.02M | Buy |
20,061
+786
| +4% | +$79.1K | 0.1% | 51 |
|
|
2021
Q2 | $2.03M | Buy |
19,275
+3,979
| +26% | +$418K | 0.11% | 50 |
|
|
2021
Q1 | $1.57M | Buy |
15,296
+2,394
| +19% | +$245K | 0.1% | 51 |
|
|
2020
Q4 | $1.12M | Buy |
12,902
+3,637
| +39% | +$316K | 0.08% | 51 |
|
|
2020
Q3 | $680K | Buy |
9,265
+3,752
| +68% | +$275K | 0.06% | 55 |
|
|
2020
Q2 | $398K | Buy |
+5,513
| New | +$398K | 0.04% | 59 |
|