SWM
SigFig Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
13,721
+1,014
| +8% | +$289K | 0.13% | 66 |
|
|
2025
Q1 | $3.25M | Buy |
12,707
+483
| +4% | +$123K | 0.12% | 63 |
|
|
2024
Q4 | $3.31M | Sell |
12,224
-488
| -4% | -$132K | 0.12% | 65 |
|
|
2024
Q3 | $3.33M | Sell |
12,712
-1,031
| -8% | -$270K | 0.12% | 63 |
|
|
2024
Q2 | $3.43M | Buy |
13,743
+9
| +0.1% | +$2.25K | 0.13% | 61 |
|
|
2024
Q1 | $3.29M | Sell |
13,734
-896
| -6% | -$215K | 0.12% | 64 |
|
|
2023
Q4 | $3.19M | Sell |
14,630
-1,863
| -11% | -$406K | 0.12% | 64 |
|
|
2023
Q3 | $3.23M | Sell |
16,493
-676
| -4% | -$132K | 0.13% | 62 |
|
|
2023
Q2 | $3.44M | Sell |
17,169
-818
| -5% | -$164K | 0.13% | 63 |
|
|
2023
Q1 | $3.36M | Buy |
17,987
+2,507
| +16% | +$468K | 0.19% | 56 |
|
|
2022
Q4 | $2.7M | Sell |
15,480
-108
| -0.7% | -$18.8K | 0.13% | 58 |
|
|
2022
Q3 | $2.59M | Sell |
15,588
-2,857
| -15% | -$474K | 0.14% | 56 |
|
|
2022
Q2 | $3.18M | Buy |
18,445
+7,768
| +73% | +$1.34M | 0.16% | 49 |
|
|
2022
Q1 | $2.23M | Buy |
10,677
+3,434
| +47% | +$716K | 0.11% | 53 |
|
|
2021
Q4 | $1.6M | Buy |
7,243
+18
| +0.2% | +$3.98K | 0.07% | 58 |
|
|
2021
Q3 | $1.45M | Sell |
7,225
-1,669
| -19% | -$335K | 0.07% | 58 |
|
|
2021
Q2 | $1.79M | Buy |
8,894
+415
| +5% | +$83.3K | 0.09% | 52 |
|
|
2021
Q1 | $1.57M | Buy |
8,479
+295
| +4% | +$54.7K | 0.1% | 50 |
|
|
2020
Q4 | $1.44M | Buy |
8,184
+819
| +11% | +$144K | 0.1% | 45 |
|
|
2020
Q3 | $1.14M | Sell |
7,365
-797
| -10% | -$124K | 0.1% | 44 |
|
|
2020
Q2 | $1.17M | Buy |
8,162
+4,536
| +125% | +$649K | 0.12% | 38 |
|
|
2020
Q1 | $429K | Buy |
3,626
+480
| +15% | +$56.8K | 0.06% | 45 |
|
|
2019
Q4 | $465K | Sell |
3,146
-447
| -12% | -$66.1K | 0.06% | 42 |
|
|
2019
Q3 | $490K | Buy |
3,593
+67
| +2% | +$9.14K | 0.07% | 41 |
|
|
2019
Q2 | $475K | Buy |
3,526
+266
| +8% | +$35.8K | 0.07% | 45 |
|
|
2019
Q1 | $423K | Buy |
3,260
+276
| +9% | +$35.8K | 0.08% | 44 |
|
|
2018
Q4 | $340K | Buy |
+2,984
| New | +$340K | 0.07% | 46 |
|