SWM
SigFig Wealth Management’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3M | Buy |
35,684
+919
| +3% | +$162K | 0.21% | 50 |
|
|
2025
Q1 | $5.94M | Buy |
34,765
+1,116
| +3% | +$191K | 0.21% | 48 |
|
|
2024
Q4 | $5.68M | Buy |
33,649
+2,135
| +7% | +$361K | 0.21% | 52 |
|
|
2024
Q3 | $5.48M | Buy |
31,514
+4,349
| +16% | +$757K | 0.2% | 55 |
|
|
2024
Q2 | $4.36M | Buy |
27,165
+5,290
| +24% | +$849K | 0.16% | 56 |
|
|
2024
Q1 | $3.56M | Buy |
21,875
+3,432
| +19% | +$559K | 0.13% | 62 |
|
|
2023
Q4 | $2.76M | Buy |
18,443
+7,416
| +67% | +$1.11M | 0.1% | 71 |
|
|
2023
Q3 | $1.52M | Sell |
11,027
-262
| -2% | -$36.1K | 0.06% | 86 |
|
|
2023
Q2 | $1.59M | Sell |
11,289
-76
| -0.7% | -$10.7K | 0.06% | 80 |
|
|
2023
Q1 | $1.57M | Buy |
11,365
+574
| +5% | +$79.3K | 0.09% | 72 |
|
|
2022
Q4 | $1.48M | Buy |
10,791
+679
| +7% | +$93.4K | 0.07% | 74 |
|
|
2022
Q3 | $1.46M | Buy |
10,112
+602
| +6% | +$86.9K | 0.08% | 71 |
|
|
2022
Q2 | $1.39M | Buy |
9,510
+1,181
| +14% | +$173K | 0.07% | 67 |
|
|
2022
Q1 | $1.27M | Buy |
8,329
+305
| +4% | +$46.4K | 0.06% | 67 |
|
|
2021
Q4 | $1.13M | Buy |
8,024
+2,585
| +48% | +$365K | 0.05% | 68 |
|
|
2021
Q3 | $736K | Buy |
5,439
+1,861
| +52% | +$252K | 0.04% | 74 |
|
|
2021
Q2 | $492K | Buy |
3,578
+1,877
| +110% | +$258K | 0.03% | 73 |
|
|
2021
Q1 | $224K | Buy |
+1,701
| New | +$224K | 0.01% | 74 |
|