SAI
Savvy Advisors Inc’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
28,311
+12,228
| +76% | +$686K | 0.11% | 142 |
|
|
2025
Q1 | $927K | Sell |
16,083
-3,715
| -19% | -$214K | 0.09% | 180 |
|
|
2024
Q4 | $1.1M | Buy |
19,798
+14,666
| +286% | +$812K | 0.13% | 131 |
|
|
2024
Q3 | $316K | Sell |
5,132
-41
| -0.8% | -$2.52K | 0.06% | 252 |
|
|
2024
Q2 | $298K | Sell |
5,173
-491
| -9% | -$28.3K | 0.1% | 211 |
|
|
2024
Q1 | $336K | Buy |
5,664
+2,113
| +60% | +$125K | 0.19% | 148 |
|
|
2023
Q4 | $218K | Buy |
+3,551
| New | +$218K | 0.21% | 140 |
|