SAI
Savvy Advisors Inc’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
5,237
+491
| +10% | +$137K | 0.1% | 153 |
|
|
2025
Q1 | $1.23M | Buy |
4,746
+819
| +21% | +$212K | 0.12% | 139 |
|
|
2024
Q4 | $1.04M | Buy |
3,927
+196
| +5% | +$51.8K | 0.12% | 136 |
|
|
2024
Q3 | $984K | Sell |
3,731
-1,863
| -33% | -$492K | 0.2% | 103 |
|
|
2024
Q2 | $1.35M | Buy |
5,594
+2,626
| +88% | +$636K | 0.44% | 51 |
|
|
2024
Q1 | $742K | Buy |
2,968
+1,650
| +125% | +$412K | 0.43% | 57 |
|
|
2023
Q4 | $307K | Buy |
+1,318
| New | +$307K | 0.3% | 107 |
|