SAI
Savvy Advisors Inc’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
8,153
+846
| +12% | +$75.3K | 0.05% | 276 |
|
|
2025
Q1 | $662K | Buy |
7,307
+2,525
| +53% | +$229K | 0.07% | 235 |
|
|
2024
Q4 | $426K | Buy |
4,782
+912
| +24% | +$81.2K | 0.05% | 270 |
|
|
2024
Q3 | $377K | Sell |
3,870
-1,634
| -30% | -$159K | 0.08% | 217 |
|
|
2024
Q2 | $461K | Sell |
5,504
-701
| -11% | -$58.7K | 0.15% | 150 |
|
|
2024
Q1 | $537K | Sell |
6,205
-463
| -7% | -$40K | 0.31% | 83 |
|
|
2023
Q4 | $589K | Buy |
+6,668
| New | +$589K | 0.57% | 48 |
|