SWM
SigFig Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.94M | Sell |
26,260
-517
| -2% | -$156K | 0.26% | 46 |
|
|
2025
Q1 | $6.6M | Sell |
26,777
-1,187
| -4% | -$293K | 0.24% | 42 |
|
|
2024
Q4 | $6.88M | Sell |
27,964
-8,136
| -23% | -$2M | 0.25% | 44 |
|
|
2024
Q3 | $8.85M | Sell |
36,100
-1,905
| -5% | -$467K | 0.32% | 37 |
|
|
2024
Q2 | $9.1M | Sell |
38,005
-3,004
| -7% | -$720K | 0.34% | 36 |
|
|
2024
Q1 | $9.73M | Sell |
41,009
-5,910
| -13% | -$1.4M | 0.36% | 35 |
|
|
2023
Q4 | $10.6M | Sell |
46,919
-4,869
| -9% | -$1.1M | 0.4% | 33 |
|
|
2023
Q3 | $11.2M | Sell |
51,788
-5,505
| -10% | -$1.19M | 0.45% | 30 |
|
|
2023
Q2 | $12.9M | Buy |
57,293
+870
| +2% | +$196K | 0.5% | 28 |
|
|
2023
Q1 | $12.5M | Buy |
56,423
+8,739
| +18% | +$1.94M | 0.69% | 21 |
|
|
2022
Q4 | $10.8M | Sell |
47,684
-1,372
| -3% | -$311K | 0.54% | 26 |
|
|
2022
Q3 | $11M | Sell |
49,056
-856
| -2% | -$193K | 0.58% | 26 |
|
|
2022
Q2 | $11.2M | Sell |
49,912
-1,367
| -3% | -$306K | 0.58% | 26 |
|
|
2022
Q1 | $11.5M | Sell |
51,279
-905
| -2% | -$204K | 0.55% | 26 |
|
|
2021
Q4 | $11.7M | Sell |
52,184
-2,188
| -4% | -$493K | 0.55% | 25 |
|
|
2021
Q3 | $11.9M | Sell |
54,372
-2,502
| -4% | -$546K | 0.6% | 24 |
|
|
2021
Q2 | $12.5M | Sell |
56,874
-2,251
| -4% | -$493K | 0.66% | 21 |
|
|
2021
Q1 | $12.1M | Buy |
59,125
+2,793
| +5% | +$569K | 0.74% | 19 |
|
|
2020
Q4 | $10.8M | Buy |
56,332
+1,248
| +2% | +$240K | 0.78% | 18 |
|
|
2020
Q3 | $9.26M | Sell |
55,084
-1,702
| -3% | -$286K | 0.84% | 17 |
|
|
2020
Q2 | $8.85M | Sell |
56,786
-537
| -0.9% | -$83.7K | 0.95% | 17 |
|
|
2020
Q1 | $7.38M | Sell |
57,323
-8,878
| -13% | -$1.14M | 1% | 18 |
|
|
2019
Q4 | $10.8M | Sell |
66,201
-1,823
| -3% | -$297K | 1.33% | 18 |
|
|
2019
Q3 | $10.2M | Sell |
68,024
-4,439
| -6% | -$669K | 1.46% | 18 |
|
|
2019
Q2 | $10.8M | Sell |
72,463
-3,817
| -5% | -$571K | 1.69% | 18 |
|
|
2019
Q1 | $11M | Sell |
76,280
-4,315
| -5% | -$623K | 1.95% | 16 |
|
|
2018
Q4 | $10.2M | Sell |
80,595
-8,805
| -10% | -$1.11M | 2.17% | 16 |
|
|
2018
Q3 | $13.4M | Sell |
89,400
-4,622
| -5% | -$690K | 2.76% | 14 |
|
|
2018
Q2 | $13.2M | Sell |
94,022
-3,092
| -3% | -$433K | 3.39% | 9 |
|
|
2018
Q1 | $13.2M | Sell |
97,114
-79,270
| -45% | -$10.7M | 7.68% | 4 |
|
|
2017
Q4 | $24.2M | Buy |
176,384
+5,339
| +3% | +$732K | 11.57% | 1 |
|
|
2017
Q3 | $22.2M | Buy |
171,045
+10,118
| +6% | +$1.31M | 14.82% | 1 |
|
|
2017
Q2 | $20M | Buy |
160,927
+13,598
| +9% | +$1.69M | 14.74% | 1 |
|
|
2017
Q1 | $17.9M | Buy |
147,329
+6,343
| +4% | +$771K | 14.25% | 1 |
|
|
2016
Q4 | $16.3M | Buy |
+140,986
| New | +$16.3M | 13.95% | 1 |
|