SWM
SigFig Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16M | Buy |
133,322
+1,277
| +1% | +$59K | 0.2% | 52 |
|
|
2025
Q1 | $6.11M | Sell |
132,045
-1,008
| -0.8% | -$46.7K | 0.22% | 47 |
|
|
2024
Q4 | $6.04M | Buy |
133,053
+3,931
| +3% | +$178K | 0.22% | 49 |
|
|
2024
Q3 | $6.11M | Buy |
129,122
+92
| +0.1% | +$4.35K | 0.22% | 49 |
|
|
2024
Q2 | $5.86M | Buy |
129,030
+2,878
| +2% | +$131K | 0.22% | 49 |
|
|
2024
Q1 | $5.75M | Buy |
126,152
+7,361
| +6% | +$336K | 0.21% | 47 |
|
|
2023
Q4 | $5.51M | Buy |
118,791
+1,869
| +2% | +$86.6K | 0.21% | 50 |
|
|
2023
Q3 | $5.12M | Sell |
116,922
-2,774
| -2% | -$121K | 0.21% | 50 |
|
|
2023
Q2 | $5.49M | Buy |
119,696
+2,693
| +2% | +$123K | 0.21% | 51 |
|
|
2023
Q1 | $5.45M | Buy |
117,003
+1,930
| +2% | +$89.8K | 0.3% | 42 |
|
|
2022
Q4 | $6.05M | Sell |
115,073
-929
| -0.8% | -$48.8K | 0.3% | 38 |
|
|
2022
Q3 | $6.14M | Sell |
116,002
-798
| -0.7% | -$42.2K | 0.32% | 34 |
|
|
2022
Q2 | $6.18M | Buy |
116,800
+812
| +0.7% | +$43K | 0.32% | 34 |
|
|
2022
Q1 | $6.12M | Sell |
115,988
-3,598
| -3% | -$190K | 0.29% | 36 |
|
|
2021
Q4 | $6.38M | Buy |
119,586
+8,677
| +8% | +$463K | 0.3% | 34 |
|
|
2021
Q3 | $5.91M | Buy |
110,909
+11,292
| +11% | +$602K | 0.3% | 37 |
|
|
2021
Q2 | $5.32M | Buy |
99,617
+9,591
| +11% | +$512K | 0.28% | 35 |
|
|
2021
Q1 | $4.81M | Buy |
90,026
+18,737
| +26% | +$1M | 0.3% | 32 |
|
|
2020
Q4 | $3.86M | Buy |
71,289
+30,706
| +76% | +$1.66M | 0.28% | 31 |
|
|
2020
Q3 | $2.2M | Buy |
40,583
+20,289
| +100% | +$1.1M | 0.2% | 37 |
|
|
2020
Q2 | $1.1M | Buy |
20,294
+11,825
| +140% | +$643K | 0.12% | 39 |
|
|
2020
Q1 | $462K | Buy |
+8,469
| New | +$462K | 0.06% | 43 |
|