SAI
Savvy Advisors Inc’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101M | Buy |
178,254
+60,964
| +52% | +$34.6M | 6.76% | 2 |
|
|
2025
Q1 | $60.3M | Sell |
117,290
-2,260
| -2% | -$1.16M | 6.06% | 2 |
|
|
2024
Q4 | $64.4M | Buy |
119,550
+23,649
| +25% | +$12.7M | 7.75% | 2 |
|
|
2024
Q3 | $50.6M | Buy |
95,901
+58,126
| +154% | +$30.7M | 10.28% | 1 |
|
|
2024
Q2 | $18.9M | Buy |
37,775
+11,331
| +43% | +$5.67M | 6.16% | 1 |
|
|
2024
Q1 | $12.7M | Buy |
26,444
+14,681
| +125% | +$7.06M | 7.33% | 1 |
|
|
2023
Q4 | $5.14M | Buy |
+11,763
| New | +$5.14M | 4.99% | 2 |
|