SAI
Savvy Advisors Inc’s Vanguard Total Stock Market ETF VTI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11M | Sell |
36,225
-88
| -0.2% | -$26.7K | 0.73% | 26 |
|
2025
Q1 | $9.98M | Buy |
36,313
+218
| +0.6% | +$59.9K | 1% | 17 |
|
2024
Q4 | $10.5M | Sell |
36,095
-4,972
| -12% | -$1.44M | 1.26% | 16 |
|
2024
Q3 | $11.6M | Buy |
41,067
+39,157
| +2,050% | +$11.1M | 2.36% | 5 |
|
2024
Q2 | $511K | Buy |
1,910
+5
| +0.3% | +$1.34K | 0.17% | 141 |
|
2024
Q1 | $495K | Sell |
1,905
-64
| -3% | -$16.6K | 0.29% | 92 |
|
2023
Q4 | $467K | Buy |
+1,969
| New | +$467K | 0.45% | 69 |
|