SWM
SigFig Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-34,514
| Closed | -$2.83M | – | 131 |
|
|
2024
Q2 | $2.83M | Sell |
34,514
-54,545
| -61% | -$4.47M | 0.11% | 66 |
|
|
2024
Q1 | $7.58M | Sell |
89,059
-35,764
| -29% | -$3.04M | 0.28% | 38 |
|
|
2023
Q4 | $10.1M | Sell |
124,823
-21,340
| -15% | -$1.73M | 0.38% | 34 |
|
|
2023
Q3 | $10.4M | Buy |
146,163
+26,343
| +22% | +$1.88M | 0.42% | 32 |
|
|
2023
Q2 | $9.03M | Buy |
119,820
+5,573
| +5% | +$420K | 0.35% | 35 |
|
|
2023
Q1 | $8.23M | Buy |
+114,247
| New | +$8.23M | 0.45% | 29 |
|