SAI
Savvy Advisors Inc’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.28M | Buy |
200,321
+54,458
| +37% | +$2.52M | 0.62% | 32 |
|
|
2025
Q1 | $6.75M | Buy |
145,863
+5,395
| +4% | +$250K | 0.68% | 27 |
|
|
2024
Q4 | $6.37M | Buy |
140,468
+32,034
| +30% | +$1.45M | 0.77% | 21 |
|
|
2024
Q3 | $5.12M | Buy |
108,434
+54,812
| +102% | +$2.59M | 1.04% | 18 |
|
|
2024
Q2 | $2.43M | Buy |
53,622
+12,175
| +29% | +$553K | 0.79% | 22 |
|
|
2024
Q1 | $1.89M | Buy |
41,447
+18,790
| +83% | +$857K | 1.09% | 16 |
|
|
2023
Q4 | $1.05M | Buy |
+22,657
| New | +$1.05M | 1.02% | 18 |
|