SWM
SigFig Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21,928
| Closed | -$5.4M | – | 130 |
|
|
2024
Q2 | $5.4M | Sell |
21,928
-44,657
| -67% | -$11M | 0.2% | 54 |
|
|
2024
Q1 | $15.9M | Sell |
66,585
-26,204
| -28% | -$6.24M | 0.58% | 28 |
|
|
2023
Q4 | $20.1M | Sell |
92,789
-33,611
| -27% | -$7.29M | 0.76% | 22 |
|
|
2023
Q3 | $24.6M | Sell |
126,400
-10,835
| -8% | -$2.11M | 0.99% | 21 |
|
|
2023
Q2 | $27.4M | Sell |
137,235
-16,625
| -11% | -$3.31M | 1.06% | 21 |
|
|
2023
Q1 | $28.7M | Buy |
+153,860
| New | +$28.7M | 1.58% | 16 |
|