SWM
SigFig Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
3,763
-1,687
| -31% | -$736K | 0.05% | 86 |
|
|
2025
Q1 | $2.02M | Sell |
5,450
-427
| -7% | -$158K | 0.07% | 81 |
|
|
2024
Q4 | $2.43M | Sell |
5,877
-597
| -9% | -$247K | 0.09% | 73 |
|
|
2024
Q3 | $2.48M | Buy |
6,474
+54
| +0.8% | +$20.6K | 0.09% | 74 |
|
|
2024
Q2 | $2.4M | Sell |
6,420
-172
| -3% | -$64.3K | 0.09% | 74 |
|
|
2024
Q1 | $2.27M | Sell |
6,592
-204
| -3% | -$70.2K | 0.08% | 74 |
|
|
2023
Q4 | $2.11M | Buy |
6,796
+222
| +3% | +$69K | 0.08% | 79 |
|
|
2023
Q3 | $1.79M | Sell |
6,574
-239
| -4% | -$65.1K | 0.07% | 80 |
|
|
2023
Q2 | $1.9M | Sell |
6,813
-407
| -6% | -$114K | 0.07% | 77 |
|
|
2023
Q1 | $1.8M | Sell |
7,220
-131
| -2% | -$32.7K | 0.1% | 70 |
|
|
2022
Q4 | $2.08M | Buy |
7,351
+238
| +3% | +$67.3K | 0.1% | 64 |
|
|
2022
Q3 | $2.06M | Buy |
7,113
+310
| +5% | +$90K | 0.11% | 62 |
|
|
2022
Q2 | $2.01M | Buy |
6,803
+670
| +11% | +$198K | 0.1% | 57 |
|
|
2022
Q1 | $1.89M | Buy |
6,133
+658
| +12% | +$203K | 0.09% | 56 |
|
|
2021
Q4 | $1.73M | Buy |
5,475
+1,520
| +38% | +$480K | 0.08% | 56 |
|
|
2021
Q3 | $1.15M | Buy |
3,955
+1,107
| +39% | +$321K | 0.06% | 65 |
|
|
2021
Q2 | $817K | Buy |
2,848
+1,292
| +83% | +$371K | 0.04% | 69 |
|
|
2021
Q1 | $400K | Buy |
1,556
+761
| +96% | +$196K | 0.02% | 70 |
|
|
2020
Q4 | $201K | Buy |
+795
| New | +$201K | 0.01% | 72 |
|