SWM
SigFig Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.6M | Buy |
66,349
+273
| +0.4% | +$155K | 1.24% | 16 |
|
|
2025
Q1 | $33.8M | Sell |
66,076
-338
| -0.5% | -$173K | 1.22% | 17 |
|
|
2024
Q4 | $35.9M | Sell |
66,414
-407
| -0.6% | -$220K | 1.3% | 15 |
|
|
2024
Q3 | $35.1M | Sell |
66,821
-3,039
| -4% | -$1.6M | 1.27% | 16 |
|
|
2024
Q2 | $34.9M | Sell |
69,860
-3,772
| -5% | -$1.89M | 1.31% | 16 |
|
|
2024
Q1 | $35.4M | Sell |
73,632
-10,779
| -13% | -$5.18M | 1.3% | 18 |
|
|
2023
Q4 | $36.9M | Sell |
84,411
-3,092
| -4% | -$1.35M | 1.4% | 18 |
|
|
2023
Q3 | $34.4M | Sell |
87,503
-4,175
| -5% | -$1.64M | 1.38% | 18 |
|
|
2023
Q2 | $36.9M | Buy |
+91,678
| New | +$36.9M | 1.43% | 18 |
|
|
2023
Q1 | – | Sell |
-62,769
| Closed | -$25.3M | – | 116 |
|
|
2022
Q4 | $25.3M | Buy |
62,769
+1,842
| +3% | +$742K | 1.26% | 17 |
|
|
2022
Q3 | $25.4M | Buy |
60,927
+2,113
| +4% | +$881K | 1.33% | 17 |
|
|
2022
Q2 | $24.8M | Buy |
58,814
+3,576
| +6% | +$1.51M | 1.28% | 16 |
|
|
2022
Q1 | $23.9M | Buy |
55,238
+1,535
| +3% | +$665K | 1.15% | 15 |
|
|
2021
Q4 | $23M | Buy |
53,703
+5,562
| +12% | +$2.38M | 1.08% | 17 |
|
|
2021
Q3 | $19M | Buy |
48,141
+5,990
| +14% | +$2.36M | 0.95% | 18 |
|
|
2021
Q2 | $16.6M | Buy |
42,151
+6,417
| +18% | +$2.53M | 0.88% | 18 |
|
|
2021
Q1 | $13M | Buy |
35,734
+6,603
| +23% | +$2.41M | 0.8% | 18 |
|
|
2020
Q4 | $10M | Buy |
29,131
+8,329
| +40% | +$2.86M | 0.73% | 20 |
|
|
2020
Q3 | $6.35M | Buy |
20,802
+7,897
| +61% | +$2.41M | 0.58% | 22 |
|
|
2020
Q2 | $3.66M | Buy |
12,905
+5,926
| +85% | +$1.68M | 0.39% | 26 |
|
|
2020
Q1 | $1.65M | Buy |
6,979
+5,135
| +278% | +$1.22M | 0.22% | 32 |
|
|
2019
Q4 | $545K | Buy |
+1,844
| New | +$545K | 0.07% | 41 |
|