SAI
Savvy Advisors Inc’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
7,452
-1,627
| -18% | -$120K | 0.04% | 333 |
|
|
2025
Q1 | $667K | Buy |
+9,079
| New | +$667K | 0.07% | 233 |
|
|
2024
Q2 | – | Sell |
-6,764
| Closed | -$491K | – | 302 |
|
|
2024
Q1 | $491K | Buy |
6,764
+2,780
| +70% | +$202K | 0.28% | 93 |
|
|
2023
Q4 | $293K | Buy |
+3,984
| New | +$293K | 0.28% | 112 |
|