SWM
SigFig Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
3,484
+128
| +4% | +$11.4K | 0.01% | 120 |
|
|
2025
Q1 | $295K | Buy |
3,356
+660
| +24% | +$57.9K | 0.01% | 117 |
|
|
2024
Q4 | $233K | Buy |
2,696
+242
| +10% | +$20.9K | 0.01% | 120 |
|
|
2024
Q3 | $223K | Buy |
+2,454
| New | +$223K | 0.01% | 117 |
|
|
2023
Q3 | – | Sell |
-2,764
| Closed | -$259K | – | 112 |
|
|
2023
Q2 | $259K | Sell |
2,764
-56
| -2% | -$5.24K | 0.01% | 105 |
|
|
2023
Q1 | $264K | Buy |
2,820
+171
| +6% | +$16K | 0.01% | 97 |
|
|
2022
Q4 | $275K | Buy |
2,649
+39
| +1% | +$4.05K | 0.01% | 104 |
|
|
2022
Q3 | $274K | Sell |
2,610
-374
| -13% | -$39.3K | 0.01% | 95 |
|
|
2022
Q2 | $310K | Buy |
2,984
+13
| +0.4% | +$1.35K | 0.02% | 91 |
|
|
2022
Q1 | $302K | Buy |
2,971
+347
| +13% | +$35.3K | 0.01% | 83 |
|
|
2021
Q4 | $257K | Buy |
2,624
+99
| +4% | +$9.7K | 0.01% | 80 |
|
|
2021
Q3 | $243K | Sell |
2,525
-247
| -9% | -$23.8K | 0.01% | 80 |
|
|
2021
Q2 | $267K | Buy |
2,772
+419
| +18% | +$40.4K | 0.01% | 80 |
|
|
2021
Q1 | $208K | Buy |
+2,353
| New | +$208K | 0.01% | 75 |
|
|
2019
Q3 | – | Sell |
-9,081
| Closed | -$793K | – | 49 |
|
|
2019
Q2 | $793K | Buy |
9,081
+231
| +3% | +$20.2K | 0.12% | 38 |
|
|
2019
Q1 | $769K | Buy |
8,850
+52
| +0.6% | +$4.52K | 0.14% | 38 |
|
|
2018
Q4 | $655K | Buy |
8,798
+393
| +5% | +$29.3K | 0.14% | 38 |
|
|
2018
Q3 | $678K | Buy |
8,405
+1,918
| +30% | +$155K | 0.14% | 39 |
|
|
2018
Q2 | $529K | Buy |
+6,487
| New | +$529K | 0.14% | 41 |
|
|
2018
Q1 | – | Sell |
-19,633
| Closed | -$1.63M | – | 41 |
|
|
2017
Q4 | $1.63M | Buy |
19,633
+1,699
| +9% | +$141K | 0.78% | 26 |
|
|
2017
Q3 | $1.49M | Buy |
17,934
+1,435
| +9% | +$119K | 1% | 16 |
|
|
2017
Q2 | $1.37M | Buy |
16,499
+1,841
| +13% | +$153K | 1.01% | 16 |
|
|
2017
Q1 | $1.2M | Buy |
14,658
+620
| +4% | +$50.9K | 0.96% | 17 |
|
|
2016
Q4 | $1.16M | Buy |
+14,038
| New | +$1.16M | 0.99% | 17 |
|