SWM
SigFig Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Sell |
95,996
-35,000
| -27% | -$1.71M | 0.16% | 57 |
|
|
2025
Q1 | $6.49M | Sell |
130,996
-5,971
| -4% | -$296K | 0.23% | 44 |
|
|
2024
Q4 | $6.87M | Buy |
136,967
+6,845
| +5% | +$343K | 0.25% | 45 |
|
|
2024
Q3 | $6.66M | Sell |
130,122
-58,553
| -31% | -$2.99M | 0.24% | 46 |
|
|
2024
Q2 | $9.45M | Sell |
188,675
-127,132
| -40% | -$6.37M | 0.36% | 34 |
|
|
2024
Q1 | $16M | Sell |
315,807
-72,093
| -19% | -$3.65M | 0.59% | 27 |
|
|
2023
Q4 | $19.8M | Sell |
387,900
-17,006
| -4% | -$868K | 0.75% | 24 |
|
|
2023
Q3 | $19.5M | Sell |
404,906
-49,557
| -11% | -$2.38M | 0.78% | 24 |
|
|
2023
Q2 | $22.8M | Buy |
454,463
+43,930
| +11% | +$2.2M | 0.88% | 24 |
|
|
2023
Q1 | $20.8M | Buy |
410,533
+294,060
| +252% | +$14.9M | 1.15% | 18 |
|
|
2022
Q4 | $5.92M | Buy |
116,473
+174
| +0.1% | +$8.84K | 0.29% | 39 |
|
|
2022
Q3 | $6.04M | Buy |
116,299
+3,743
| +3% | +$194K | 0.32% | 36 |
|
|
2022
Q2 | $5.87M | Buy |
112,556
+5,717
| +5% | +$298K | 0.3% | 35 |
|
|
2022
Q1 | $5.72M | Buy |
106,839
+13,003
| +14% | +$696K | 0.27% | 38 |
|
|
2021
Q4 | $5.07M | Buy |
93,836
+31,848
| +51% | +$1.72M | 0.24% | 39 |
|
|
2021
Q3 | $3.4M | Buy |
61,988
+19,484
| +46% | +$1.07M | 0.17% | 45 |
|
|
2021
Q2 | $2.35M | Buy |
42,504
+25,312
| +147% | +$1.4M | 0.12% | 49 |
|
|
2021
Q1 | $939K | Buy |
+17,192
| New | +$939K | 0.06% | 60 |
|