SAI
Savvy Advisors Inc’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Sell |
22,695
-324
| -1% | -$76.8K | 0.36% | 49 |
|
|
2025
Q1 | $5.1M | Buy |
23,019
+1,631
| +8% | +$362K | 0.51% | 36 |
|
|
2024
Q4 | $5.14M | Buy |
21,388
+13,135
| +159% | +$3.16M | 0.62% | 29 |
|
|
2024
Q3 | $1.96M | Sell |
8,253
-3,363
| -29% | -$798K | 0.4% | 51 |
|
|
2024
Q2 | $2.53M | Buy |
11,616
+9,951
| +598% | +$2.17M | 0.83% | 21 |
|
|
2024
Q1 | $381K | Sell |
1,665
-138
| -8% | -$31.5K | 0.22% | 127 |
|
|
2023
Q4 | $385K | Buy |
+1,803
| New | +$385K | 0.37% | 81 |
|