SAI
Savvy Advisors Inc’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Buy |
4,129
+748
| +22% | +$146K | 0.05% | 256 |
|
|
2025
Q1 | $630K | Buy |
3,381
+1,994
| +144% | +$371K | 0.06% | 246 |
|
|
2024
Q4 | $275K | Buy |
1,387
+104
| +8% | +$20.6K | 0.03% | 358 |
|
|
2024
Q3 | $258K | Sell |
1,283
-761
| -37% | -$153K | 0.05% | 286 |
|
|
2024
Q2 | $373K | Sell |
2,044
-312
| -13% | -$56.9K | 0.12% | 179 |
|
|
2024
Q1 | $452K | Buy |
2,356
+568
| +32% | +$109K | 0.26% | 104 |
|
|
2023
Q4 | $322K | Buy |
+1,788
| New | +$322K | 0.31% | 100 |
|