SAI
Savvy Advisors Inc’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.99M | Buy |
10,496
+3,562
| +51% | +$1.02M | 0.2% | 75 |
|
2025
Q1 | $1.78M | Buy |
6,934
+3,580
| +107% | +$920K | 0.18% | 91 |
|
2024
Q4 | $905K | Buy |
3,354
+1,771
| +112% | +$478K | 0.11% | 155 |
|
2024
Q3 | $417K | Buy |
1,583
+71
| +5% | +$18.7K | 0.08% | 204 |
|
2024
Q2 | $377K | Sell |
1,512
-258
| -15% | -$64.4K | 0.12% | 178 |
|
2024
Q1 | $424K | Buy |
+1,770
| New | +$424K | 0.24% | 111 |
|