SWM
SigFig Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Buy |
5,891
+612
| +12% | +$81.1K | 0.03% | 101 |
|
|
2025
Q1 | $673K | Buy |
5,279
+594
| +13% | +$75.8K | 0.02% | 99 |
|
|
2024
Q4 | $596K | Buy |
4,685
+95
| +2% | +$12.1K | 0.02% | 100 |
|
|
2024
Q3 | $586K | Buy |
4,590
+175
| +4% | +$22.4K | 0.02% | 102 |
|
|
2024
Q2 | $524K | Buy |
4,415
+504
| +13% | +$59.8K | 0.02% | 106 |
|
|
2024
Q1 | $473K | Sell |
3,911
-419
| -10% | -$50.7K | 0.02% | 113 |
|
|
2023
Q4 | $483K | Buy |
4,330
+233
| +6% | +$26K | 0.02% | 107 |
|
|
2023
Q3 | $423K | Buy |
4,097
+583
| +17% | +$60.2K | 0.02% | 103 |
|
|
2023
Q2 | $370K | Buy |
3,514
+841
| +31% | +$88.5K | 0.01% | 102 |
|
|
2023
Q1 | $282K | Buy |
+2,673
| New | +$282K | 0.02% | 95 |
|