SWM
SigFig Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.8M | Buy |
174,811
+42,352
| +32% | +$11.8M | 1.61% | 15 |
|
|
2025
Q1 | $34.1M | Buy |
132,459
+30,059
| +29% | +$7.73M | 1.23% | 16 |
|
|
2024
Q4 | $27M | Buy |
102,400
+22,676
| +28% | +$5.99M | 0.98% | 19 |
|
|
2024
Q3 | $21M | Buy |
79,724
+75,133
| +1,637% | +$19.8M | 0.76% | 23 |
|
|
2024
Q2 | $1.11M | Buy |
4,591
+122
| +3% | +$29.5K | 0.04% | 90 |
|
|
2024
Q1 | $1.12M | Buy |
4,469
+255
| +6% | +$63.7K | 0.04% | 96 |
|
|
2023
Q4 | $980K | Sell |
4,214
-198
| -4% | -$46.1K | 0.04% | 94 |
|
|
2023
Q3 | $919K | Buy |
4,412
+169
| +4% | +$35.2K | 0.04% | 92 |
|
|
2023
Q2 | $925K | Buy |
4,243
+36
| +0.9% | +$7.85K | 0.04% | 91 |
|
|
2023
Q1 | $887K | Buy |
4,207
+239
| +6% | +$50.4K | 0.05% | 82 |
|
|
2022
Q4 | $809K | Buy |
3,968
+122
| +3% | +$24.9K | 0.04% | 86 |
|
|
2022
Q3 | $729K | Buy |
3,846
+205
| +6% | +$38.9K | 0.04% | 82 |
|
|
2022
Q2 | $717K | Sell |
3,641
-934
| -20% | -$184K | 0.04% | 82 |
|
|
2022
Q1 | $1.09M | Buy |
4,575
+75
| +2% | +$17.8K | 0.05% | 72 |
|
|
2021
Q4 | $1.15M | Buy |
4,500
+182
| +4% | +$46.4K | 0.05% | 66 |
|
|
2021
Q3 | $1.02M | Sell |
4,318
-2,483
| -37% | -$588K | 0.05% | 68 |
|
|
2021
Q2 | $1.61M | Buy |
6,801
+624
| +10% | +$148K | 0.09% | 55 |
|
|
2021
Q1 | $1.37M | Buy |
6,177
+342
| +6% | +$75.7K | 0.08% | 54 |
|
|
2020
Q4 | $1.21M | Buy |
5,835
+251
| +4% | +$51.9K | 0.09% | 50 |
|
|
2020
Q3 | $978K | Buy |
5,584
+397
| +8% | +$69.5K | 0.09% | 46 |
|
|
2020
Q2 | $850K | Sell |
5,187
-310
| -6% | -$50.8K | 0.09% | 45 |
|
|
2020
Q1 | $724K | Buy |
5,497
+308
| +6% | +$40.6K | 0.1% | 39 |
|
|
2019
Q4 | $925K | Sell |
5,189
-192
| -4% | -$34.2K | 0.11% | 35 |
|
|
2019
Q3 | $902K | Buy |
5,381
+702
| +15% | +$118K | 0.13% | 35 |
|
|
2019
Q2 | $782K | Buy |
4,679
+558
| +14% | +$93.3K | 0.12% | 39 |
|
|
2019
Q1 | $662K | Buy |
4,121
+757
| +23% | +$122K | 0.12% | 41 |
|
|
2018
Q4 | $460K | Buy |
+3,364
| New | +$460K | 0.1% | 43 |
|